Give a client access to their project
Give a client a Viewer seat on their own project, so they can read its testimonials and insights, the Monthly report included, and change nothing.
Give a client a seat on their own project: they sign in and read its testimonials and insights, the Monthly report included, and change nothing. Teams are on Premium and Business, and only the workspace owner can give a client access.
Start from the Team page or the report
On the Team page, click Give a client access. Or, on the client's project, open Monthly report and click Give the client access: the Team page opens with that project already chosen.
Enter their address and their project
In Give a client access, enter the client's Email address and pick their project under Their project. They get a Viewer seat on that one project.
Send the invitation
Click Send invitation. They get the same invitation email as a teammate, and its link works for 7 days.
What your client can do
As a Viewer, your client sees their project's testimonials and analytics and can't change anything. Your other projects stay hidden from them, and they aren't added to the projects you create later.
A client uses one of your workspace's seats, like anyone else on the team: see Seats. To give them a second project, set their role in that project's column on the Team page. To end their access, remove them as you would a teammate: see Remove a teammate.
What happens next
The invitation works only for the address you entered. A client without an account signs up from the link first. Until they accept, their row on the Team page shows Pending: see Pending invitations. Once they accept, their project appears on their Projects page.
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Invite team members
Invite teammates or give a client a seat, choose roles in each project, manage invitations and seats, and answer or leave a workspace's invitation.
Manage your workspace
Rename your workspace, add a logo, see who's on your team, find workspaces you've joined, and delete your workspace and account.