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Edit or delete client companies
Edit or delete client companies
Updated over a year ago

From the My Stuff page, select the Clients tab. This table includes all of the client companies from projects that you own or have been invited to, with the most recently updated on top.

Edit client company

Find the client you want to transfer ownership of and click the three-dot menu icon on the far right of the row. Click ‘Edit Client Company’.

In the popup that appears you can change the company name and location, upload a new logo, or remove the current logo. Click Save’ once you’ve made the desired changes.

Delete client company

Find the client you want to delete and click the three-dot menu icon on the far right of the row. Click ‘Delete Project’.

Type in the name of the client company in the field that appears, then click ‘Delete’.

Note: The ‘Delete’ button will not be clickable until the name you type matches the client company name. This is to prevent accidental deletion.

Bulk delete client companies

To delete multiple client companies from your organization at once, click the checkbox icon next to the clients you want to delete.

Click the ‘Delete Client Companies’ button that appears in the top right of the table.

Type ‘Delete Companies’ in the field that appears, then click ‘Delete’.

Note: The ‘Delete’ button will not be clickable until you type ‘Delete Companies’. This is to prevent accidental deletion.

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