Setting Up Hubstaff for Multiple Clients

Hubstaff for Multiple Clients

It is possible to add multiple clients within one Hubstaff organization and assign them to specific project folders to make it convenient for you as the organization owner to bill each client at the end of every billing period.

Before setting up linking projects with different clients, you’ll first need to add your client to Hubstaff.

There are two ways to set-up Hubstaff projects for clients:

  1. Adding clients to new projects
  2. Adding clients to existing projects

 

Adding clients to new projects

Step 1

Navigate to the Projects page on your sidebar then click Add project.

Step 2

The New project dialog box should appear where you can input the following information:

  1. Project name
  2. Client
  3. Assign Managers (can manage/view all information and track time on the project)
  4. Assign Users (can track time on this project)
  5. Assign Viewers (can view all information on the project, but cannot track time)

Hit Save when you’ve completed the setup.

Adding clients to existing projects

Step 1

If you already have projects set-up, you can follow these steps:

After you’ve added your clients, you can assign each client to a specific Hubstaff project.

Step 2

When you click on Edit project, a dialog box will appear where you can choose which client to add to that specific project, then hit Save.

If you’d like to limit the client’s view so that they can only monitor certain projects, see this article.

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