CLIENT PORTAL · FREQUENTLY ASKED QUESTIONS
How do I invite a client to my workspace?
Invite them from Settings → Members with Access set to Client.
You need to be an Owner or Admin.
- Open Settings → Members.
- In the Invite Member card, type the client's email address. You can enter several addresses separated by commas.
- Under Access, choose Client ("View-only access to reports and AI Account Manager").
- Click Send Invite. With more than one address the button reads Send invites.
The client receives an email with a join link. Once they accept, they sign in to the Client Portal instead of the normal dashboard.