---
title: Clients
description: Keep the companies and people you work with in one place, add a company and its first person in one step, see each company's people and projects, and choose each company's primary contact.
icon: users
---

**Clients** in the sidebar is where you keep everyone you work for. It has two tabs:

- **Companies:** the organizations you work with. Each row shows the company's most recently updated active project with its progress (and **+N more** when it has several), its primary contact and how many people it has, when anything last happened on its projects, and its website. This tab opens first.
- **People:** the individual contacts on your clients' side, the people you add to projects and invite to the client portal. See [People](/docs/contacts).

A person can belong to one company, or to none. Freelancers and private clients don't need a company: they only show under **People**.

## Who can do what

| Action                            | Owner | Admin | Member |
| --------------------------------- | :---: | :---: | :----: |
| View companies and people         |  Yes  |  Yes  |  Yes   |
| Add and edit companies and people |  Yes  |  Yes  |  Yes   |
| Invite people to the portal       |  Yes  |  Yes  |  Yes   |
| Delete companies and people       |  Yes  |  Yes  |   No   |

## How to add a client

**Add client** adds a company, a person, or both in one step.

1. Open **Clients** in the sidebar and click **Add client**, or press **C**.
2. Fill in what you have:
   - **Company only:** enter a **Company name** and leave the person fields empty.
   - **Person only:** leave **Company name** empty and enter a **First name** or **Last name**, and an **Email**.
   - **Both:** enter the company name and the person. The person is added to the new company.
3. Click the button, which says what will be added: **Add company**, **Add person**, or **Add company and person**.

Upclient opens the tab where the new client is listed. Company names are unique in a workspace: if the name is already taken, the dialog says so and nothing is added. To add someone to a company that already exists, open the company and click **Add person**, or pick the company when you edit the person.

You can still create a person while adding a client to a project. See [Project Members](/docs/projects/members#how-to-add-a-client).

## The primary contact

Each company with people has one **primary contact**: the person you deal with first at that company. The **Companies** list shows them in the **People** column, and the company sheet marks them with a **Primary** badge.

Upclient keeps the primary contact up to date for you:

- The first person you add to a company becomes its primary contact. That includes the person you add together with a new company in **Add client**, and someone you move into a company that has no people yet.
- If the primary contact is deleted, moved to another company, or no longer has a company, the person who has been at the company longest takes over. When nobody is left, the company has no primary contact until you add someone.

### How to change the primary contact

1. Click the company's name to open its sheet.
2. In **People**, open the **Actions** menu at the end of the person's row and choose **Make primary**.

You can also click **Edit** on the company sheet, or **Edit** in the company's row menu, choose a person under **Primary contact**, and click **Save changes**. Anyone who can edit companies can change the primary contact. Only people at the company can be its primary contact.

## How to find clients

- The search box searches the tab you're on: a company's name, email, phone, and website on **Companies**, and a person's name and email on **People**. While you search, each tab shows how many results it has, so you can see at a glance whether the match is a company or a person. Switching tabs keeps your search.
- On **Companies**, show **All companies**, only those **With people**, or those with **No people**.
- On **People**, use the **Company** filter to show the people at one company, or those with **No company**.
- Use **Display** to change **Sort by** and **Direction**, and to show or hide columns.

## The company sheet

Click a company's name to open its sheet. Under the name it shows how many people and projects the company has. Click **Edit** to change the company, or open the **⋯** menu next to it and choose **Delete**. It shows:

- **Details:** email, phone, website, address, and notes. Only the ones you've filled in are shown, and the section is hidden when there are none. Click the copy button next to the email to copy it.
- **People:** everyone at the company, with their email and phone. The primary contact is listed first, with a **Primary** badge. Click a name to open that person. Click **Add person** to add someone new; the company is already filled in.
- **Projects:** the company's projects and their status. Click a project to open it.

The date the company was added is at the bottom of the sheet.

## How to edit or delete a company

1. Open the **Actions** menu at the end of the company's row, or open the company's sheet.
2. Choose **Edit** to change its name, email, phone, website, or [primary contact](#the-primary-contact) and click **Save changes**, or choose **Delete** (in the sheet, it's in the **⋯** menu) and confirm.

Deleting a company is permanent. Its people and projects are kept and are no longer linked to a company.

To delete several companies at once, select them with the checkboxes and click **Delete** in the bar at the bottom of the page.