👥 How to Add a Client User to Another Workspace

(Great for clients with multiple businesses or private communication threads)

Client Hub allows a client user to be part of multiple workspaces—just like you and your team. This is especially useful in the following scenarios:

✅ Use Cases

• Clients with multiple businesses

  Set up a separate workspace for each business. Once a client has accepted their first invite, you can add them to other relevant workspaces.

• Private communication with one user

  If a workspace has multiple client users and you need a private conversation thread with just one of them, create a new workspace and add that user only.

💡 There’s no limit to how many workspaces a client user can access.

🛠 Steps to Add a Client User to Another Workspace

1. Ensure the client user is active

   They must have accepted the invite to their first workspace before you can add them to others.

   Create a new client workspace

   In the left panel, click Add New Client.

   • For private threads, name it something like:

     "ABC Corp – Jane Doe Only"

   • This new workspace will appear below the original one in the client list.

2. Go to the Client Details tab

   Open the new workspace and click on the Client Details tab.

   Use the “From Existing Workspace” option

   From the Add Client User dropdown, select From Existing Workspace.

   Choose the user to add

   • Select the workspace where the user already exists.

   • Pick the user you want to add.

     📝 Users who haven’t accepted their first invite will not appear in the list.

3. Confirm the action

   A confirmation message will appear at the top of the screen.