Clients can have one of two roles: client or client lead. Both roles have read-only access (same as the viewer role for brokers). The client lead is able to invite additional client-side team members to the project.

By default, all clients added to the project will have the client role.

To set or transfer the client lead of a project to another client, first access the project team screen. From a project page, click the project team icon in the top right navigation bar.

Set client lead

To set a client as Client Lead, scroll to the Client section of the team member list. Click the down arrow on the left side of the list for the client that you want to set as the client lead.

Select ‘Client Lead’ from the menu to set that client as client lead. They will now have ‘Client Lead’ next to their name in the list.

Transfer client lead

There can only be one client lead per project. To transfer the client lead role to another client, click the down arrow icon on the client in the list that you want to be the new client lead.

Select ‘Client Lead’ from the menu to set that client as the client lead. Confirm your selection.

The client lead role will now have been transferred from one client to another.