Users & Workspaces
Add client users, organise client workspaces, and keep access clean as you grow.
Users are the people who can log in.
Workspaces are the client areas they log into.
Private beta
Partner user and workspace management is part of the private beta release.
Simple Example
If you work with three clients, you might have:
| Client | Workspace | Users |
|---|---|---|
| Client A | Client A workspace | Client owner + sales rep |
| Client B | Client B workspace | Client founder |
| Client C | Client C workspace | Client team |
Each client should only see their own workspace.
Add a Client User
There are two different ways to add a client user. Choose the one that matches what you are trying to do.
| If you want to... | Use... |
|---|---|
| Create a new client workspace and its first user | Partner Panel → Users → Provision User |
| Add a client to a workspace that already exists | Open that workspace → Settings → Members → Send Invite |
Create a new client workspace and its first user
Open Partner Panel → Users.
Click Provision User
This creates a new user for your partner portal.
Add their name and email
Use the email address they should use to log in.
Add a workspace name
Use the client's business name so the workspace is easy to recognise.
Create the user
Submit the form.
Send the password email
After the user is created, send them a password email from the user action menu.
Provisioning creates the user and workspace directly. It does not send a workspace invitation.
Invite a client to an existing workspace
Open the client workspace
Check the workspace name before continuing so the person is not added to the wrong client account.
Open Settings, then Members
Only a workspace owner or admin can send the invitation.
Enter the client's email and select Client
Use Client for an end client. Member is for an internal collaborator and has broader workspace access.
Send the invitation
The client receives a branded email. They must sign in or sign up with the exact invited email address, accept the invitation, and will then land in that workspace.
If an invitation is already pending, sending it again resends the existing invitation with the access you selected.
What Roles Mean
| Role type | Simple meaning |
|---|---|
| Client user | Uses their own workspace. |
| Workspace owner/admin | Manages one workspace, including its users and settings. |
| Partner operator | Manages the partner portal and client workspaces. |
Do not give a normal client partner-level access unless they should help manage the whole partner portal.
After the client-role application visibility update has been released to your portal, control client application visibility through Partner Panel → Features. Enable only the applications clients need and keep each person's workspace access set to Client.
If that update or those controls are not available in your portal, contact support. Do not elevate an end client to Member as a workaround.
Workspaces
Open Partner Panel → Workspaces to see client workspaces.
Use this page to:
- Find a client workspace.
- Check when it was created.
- Open workspace details.
- Confirm the right users are connected to the right workspace.
- Check which client workspaces are active as your partner account grows.
Support Access
If you use impersonation or support access, treat it like logging in to help a client.
Only use it when you need to solve a client issue.
Keep Empty Workspaces Under Control
During private beta, partner billing and workspace activation may be handled differently depending on your setup.
If you are preparing workspaces before clients are live, check the billing or partner setup agreed for your account before inviting users. The goal is to keep your client pipeline organised without accidentally treating every draft workspace like an active paid client.