Customers gather projects and can be used to give access to many projects at once. Only owners and admins see Customers.
Create a customer
Choose New customer and type the name and, optionally, the company registration number. The name is unique in the company.
The customer page
Here you see the customer's projects, and who has access and why. New project creates a project directly under the customer.
Access to the whole customer
Under Access to the whole customer, choose people and press Save access. They get access to all the customer's projects, including those created later. Read more about groups and access.
Archive or delete
- Archive: the customer and its projects disappear from lists and from the time sheet. The time stays, and you can restore them.
- Delete: only possible for a customer without projects.