Add a project owner

A project owner is the person or company a project is for. Adding project owners lets you attach them to projects and keep their contact details in one place. This guide shows how.

Short version: open Workspace → Project owners, choose Add project owner, type a name, pick a business, and choose Add project owner.

How project owners relate to businesses and projects

Every project owner belongs to one business, the same way staff and zones do.
On a project, the Project owner field offers only project owners from that project's business.
A project doesn't need a project owner — the field is optional.

Project owners live under Workspace → Contacts → Project owners. If you have no business yet, the screen says so and offers Add a business first.

Add one

Open Workspace → Project owners and choose Add project owner.
Type the Project owner name — 2–150 characters. *Acme Corp.* or *John Smith*.
Choose the Business this project owner belongs to.
Optional: Phone number, Email and Notes. Under For invoices (optional): the Tax number (VAT ID) and the Address.
Choose Add project owner.

Field	Needed?	Notes
Project owner name	Required	2–150 characters. A person or a company.
Business	Required	The business this project owner belongs to.
Phone number	Optional	Digits and `+ - ( )` only.
Email	Optional	Also the address a portal invite is sent to.
Notes	Optional	Anything worth remembering. Up to 1,000 characters.
Tax number (VAT ID)	Optional	Printed on invoices made out to them. Leave it empty for a private person.
Address	Optional	Pick on map fills in the parts you have not typed yourself, or choose the Country and type the City, Postcode, State or province, Street and Unit details. Fill in any part of the address and the country becomes required.

You can also add a project owner while creating a project — the + beside the Project owner picker opens this same form with the project's business already chosen, and brings you straight back.

Change, deactivate or delete

Open a project owner from the Project owners list. You can search the list by name, phone or email.

Edit project owner — change any detail, then Save changes.
Deactivate project owner — for someone you no longer work with. Their history stays, and Activate project owner brings them back.
Delete project owner — permanent, and it can't be undone. Deactivate instead if they have any history.

Give a project portal access

You can invite a project owner to their own portal, where they sign in and follow the projects that are theirs.

Open the project owner and choose Invite to portal. The invite is then yours to deliver, however suits you:

Share… — send it through WhatsApp or any app on your phone.
Email — send it to the project owner's email address.
Copy message — paste it wherever you like.

The message carries a link, and also a sign-in code and an invite code for a project owner who would rather open the app and choose I have an invite. The invite expires after a number of days, shown on the screen.

A project owner can't reset their own password. There is no "forgot password" for the portal. If a project owner never signed in, or has forgotten their password, open them and choose New sign-in link — their current password keeps working until they finish setting a new one.

Once they're in, the project owner's page shows This project owner has portal access.

Tips

Pick the business carefully — it decides which projects this project owner can be attached to.
Fill in the email even if you don't invite them yet; it's what an invite is sent to later.
Use Notes for the small things — how they prefer to be contacted, an account reference, site access arrangements.
Deactivate rather than delete a past project owner, so their projects keep their record.