Project member access lets you limit which projects a Member-role teammate can see and work on. This is useful for agencies and studios where different staff work on different client accounts and should not have visibility into every project in the workspace.
How project access works
By default, Members have access to all projects in a workspace. When you assign a Member to specific projects, their access is restricted to only those projects — they cannot see other clients' projects, proposals, or tasks.
Owners and Admins always have access to all projects regardless of project-level assignments.
Assigning a member to a project
- Open the project.
- Go to the project's Members panel (available from the project overview).
- Select Add member and choose the teammate to add.
- Save. The member can now access this project.
Removing a member from a project
- Open the project's Members panel.
- Find the member and select Remove.
Removed members lose visibility of the project immediately. Work they created (tasks, notes) remains in the project.
Who can manage project members?
Workspace Owners and Admins can add or remove project members. Members cannot manage their own project access.
Project access vs. workspace roles
Project access is additive — it controls which projects a Member can see. It does not change what that Member can do inside a project. A Member who is added to a project has the same capabilities as any Member: working on documents, tasks, and intake, but not managing workspace settings.
Plan availability
Project member access is available on plans that support multiple workspace seats. Check Plans and limits to confirm seat availability on your plan.