---
title: Clients in Toggl
description: How to create, rename, and delete Clients in Toggl, control who can manage them, and use Clients to filter and group your reports.
---

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# Clients in Toggl

## Clients in Toggl group your projects together for reporting, but there's no dedicated Clients page — management happens through the Projects page and the project editor. This article covers who can manage clients, creating clients and editing their details (internal reference, contact email, address), archiving and unarchiving, deleting or merging duplicates, and where clients show up across reports and other features.

Clients group projects together so you can report on all the work you do for one customer or stakeholder. A client can have many projects; each project can have only one client. Time logs are not assigned to a client directly — they pick up the client through the project they belong to.

Unlike Toggl Track, Toggl 2.0 does not have a dedicated Clients page in the sidebar. You create, edit, archive, and delete clients from the **Projects** page and from the project editor. Archived clients are listed under **Archived → Clients**.

### Who can manage clients

Workspace admins can always create, edit, archive, and delete clients. Whether Managers, Members, Time Trackers, and other access levels can do the same is set in Admin Settings:

1. Open **Admin Settings**.
2. Under **Workspace Setup**, open **Access**.
3. Find **Allow members to manage clients**.

Four access levels:

- **Full access** — all access levels can create, rename, archive, and delete
- **Edit access** — all access levels can create and rename
- **Restricted access** — only admins and managers can manage clients
- **Custom access** — set create, rename, archive, and delete per access level

Guests cannot manage clients. They only see a client name where it already appears on a project they've been invited to.

Until an admin changes this setting, only workspace admins can create, edit, archive, or delete clients.

### Creating a client

Client names must be unique in a workspace.

**With full details, from the Projects page:**

1. Open **Projects** in the sidebar.
2. Click **New** in the toolbar and choose **New client**.
3. Enter the client name and, optionally, its internal reference, contact email, and address (see [Client details](https://docs.toggl.com/clients-in-toggl#client-details) below).
4. Click **Create client**.

**From a project's Client cell:**

1. Open **Projects** in the sidebar.
2. Click the **Client** cell on a project (it says **Add client** if none is set).
3. Search for an existing client, or type a new name and create it.

**When creating or editing a project:**

1. Click **Add Project**, or open an existing project.
2. In the **Client** field, search for an existing client or type a new name to create one.

You can also assign a client to several projects at once from the Projects page: select the projects, then bulk-edit the Client field.

Workspace admins can bulk-import clients with the [Universal CSV Importer](https://docs.toggl.com/universal-csv-importer?hsLang=en) under Settings → Data import. Clients also come across when you [import from Toggl Track](https://docs.toggl.com/importing-data-from-toggl-plan-and-toggl-track-to-toggl-2-0?hsLang=en) or turn on [live sync](https://docs.toggl.com/live-sync-between-toggl-track-and-toggl-2-0?hsLang=en).

### Client details

Besides its name, a client can store:

- **Internal reference** — your own code or ID for the client, for example a customer or cost-centre number
- **Contact email** — must be a valid email address
- **Address** — street, city, postcode

All three are optional. To view or edit them, open **Edit client** from any of these places:

- The pencil next to a client in the Client picker (Projects page or project editor)
- A project's **⋯** menu on the Projects page → **Edit client**
- The client's group header, when the Projects list is grouped by client

Change the details and click **Save**. Members whose access level can't rename clients see the details read-only.

### Renaming a client

1. Open **Edit client** (see above).
2. Change the name and click **Save**.

The new name updates everywhere that client is used — on every project, in search, and in reports. A toast lets you undo the rename.

### Removing a client from a project

Open the Client picker on that project and click **Clear**. The project stays; it's just no longer grouped under that client.

### Archiving a client

Archive a client when the work for it is finished but you want to keep its history. Archiving a client also archives its active projects, including their tasks and child projects. Existing time logs and the client's details are kept.

1. Open the client's actions: the **⋯** menu on its group header (Projects list grouped by client), the archive icon in the Client picker, or **Edit client**.
2. Choose **Archive client**.
3. The confirmation shows how many active projects will be archived with it. Click **Archive client** to confirm.

You need permission to archive every affected project. If you can't archive one of them, nothing is archived.

An archived client can't be chosen in the Client picker. Where a project still carries it, the picker shows it as **Archived**.

### Viewing and unarchiving clients

1. On the Projects page, click **Archived** in the header.
2. Open the **Clients** tab. Search by name to find a client.
3. Open the client's **⋯** menu and choose **Unarchive client**.

Unarchiving brings back only the client. Its projects stay archived — unarchive them separately from **Archived → Projects** if you need them again.

If you imported from Toggl Track, archived Track clients stay archived.

### Deleting a client

1. Open the client's actions: the trash icon in the Client picker, the **⋯** menu on its group header or in **Archived → Clients**, or **Edit client**.
2. Choose **Delete client**, then confirm.

The client is deleted and unlinked from its projects. The projects, their tasks, and their time logs are kept.

A toast appears so you can undo the delete immediately. After that, the client is gone from pickers and reports. If you might need the client again, archive it instead.

### Combining two clients

There is no merge button. To fold Client A into Client B:

1. On the Projects page, group or filter by Client A.
2. Select those projects and bulk-edit the Client field to Client B.
3. Delete Client A.

### Using clients in reports and elsewhere

Once a client is on a project, you can:

- Filter the [Summary report](https://docs.toggl.com/summary-report-in-toggl-2-0?hsLang=en) (and other reports) by client
- Group the Projects list by client
- Search for projects and time logs by client name
- Scope a [Goal](https://docs.toggl.com/goals-in-toggl-2.0?hsLang=en) to one or more clients
- Break down [profitability](https://docs.toggl.com/profitability-reports?hsLang=en) by client

New clients, projects, and rates use the workspace's default currency, set in Admin Settings.

### Plans

Clients are available on every Toggl plan, including Free. 

### Related articles

- [Data Structure in Toggl](https://docs.toggl.com/data-structure-in-toggl-2.0?hsLang=en)
- [Toggl Vocabulary](https://docs.toggl.com/toggl-2.0-vocabulary?hsLang=en)
- [Universal CSV Importer](https://docs.toggl.com/universal-csv-importer?hsLang=en)
- [Toggl Admin Settings & Preferences](https://docs.toggl.com/toggl-admin-settings-preferences?hsLang=en)
- [Profitability Reports](https://docs.toggl.com/profitability-reports?hsLang=en)

 

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