Inviting Clients
Add clients to your workspace and projects.
Sending Invitations
- Go to Settings → Clients
- Click Invite Client
- Enter email address
- Select projects to grant access
- Send invitation
Invitation Email
Clients receive an email with:
- Welcome message
- Magic link to sign in
- Quick start guide
Client Onboarding
When clients first log in:
- Set their display name
- View assigned projects
- Start submitting requests
Managing Client Access
Adding to Projects
- Open Project Settings
- Go to Client Access
- Add existing clients
Removing Access
- Remove from specific projects
- Or deactivate entirely
Client Limits
Your plan determines client limits:
| Plan | Active Clients |
|------|----------------|
| Free | 2 |
| Basic | 10 |
| Pro | 50 |
| Enterprise | Unlimited |
Bulk Invitations
For many clients:
- Prepare a CSV file
- Go to Settings → Import
- Upload and map fields
- Send invitations in batch