Clients settings list

The Clients page in Settings is a plain list of the clients your workspace works for. You use it to add a client name, rename it, or remove it, and to see how many projects belong to each one. It does not control client portal access.

At a glance

What it is	A list of client names with a project count
Where to find it	Avatar > Settings > Workspace Setup > Clients
Who can use it	Owners and Admins
Plan	Not plan-gated in the Settings menu

Looking for the client portal?

Giving a client a login and sharing projects with them is a separate feature. See add a client to the portal and the client portal overview.

What does the list show?

Column	What it shows
Name	The client name. Click the header to sort.
Project	The number of projects linked to the client, or “No projects available”.

Use Search by name to filter the list. You can also change the page size at the bottom.

How do I create a client?

1. Click Create Client.
2. Type the Name (required).
3. Click Create.

How do I rename a client?

1. Hover the row and click the edit icon.
2. Change the Name in the Update Client drawer.
3. Click Update.

How do I delete a client?

1. Hover the row and click the delete icon.
2. Confirm Are you sure? with Yes.

Projects that used the client are kept. They simply no longer have a client assigned.

Best practices

• Use one entry per real client, because the project count is the quickest way to see how much work sits under each.
• Delete a client only when you no longer need to filter by it, since its projects stay but lose the link.
• Set the client on a project from the project itself, not from this list, because this page only manages names.

Related guides

• Workspace settings overview
• Client portal for admins
• Add a client to the portal
• Create a project