Inviting a client to the project

Invite a client to your project to ensure everyone is on the same page. Collaborate, share files, notes, and more for free.

For tasks or information that need to be kept confidential from clients, you can create a private task list. This list is for sensitive data, internal discussions, or client-irrelevant tasks. It ensures privacy and organization, accessible only to your team.

Inviting Clients to a Project:

Clients or vendors can be invited either when creating a new project or for an existing one.

While Creating a New Project:

Navigate to the Project Tab.
Click on "New Project."
Fill in the required project details.
Under the "Company" tab, select "Yes, this project involves another company."
Enter your client's organization name and email.
Choose "Yes" under "Invite the external Company for collaboration."
Set permissions according to your project requirements.
Finally, click "Start" to initiate the project.

For an Existing Project:

Access the 'Configurations' tab within your Project.
Select the Client/Vendor tab.
Provide the necessary details.
Choose the option to 'Send Invitation.'
Confirm the invitation by clicking on the ‘Start’ button.

Collaboration with Your Client:

To ensure a smooth collaboration experience with your client:

If your client is not already a TeamWave user, they will receive an email invitation and need to sign up for a new TeamWave account.
If your client is already a TeamWave user, they can accept the invitation through email or within the TeamWave app.
This way, both existing and new TeamWave users can effortlessly join the project and contribute to its success.

Important Note:

Only users with administrative privileges can invite clients or vendors to a project. Your client's account will be free and there is no need to pay for their access to the project.