✉️ Inviting Client Users to a Workspace

In Client Hub, you can invite Client Users to access each client company workspace. Once invited, they’ll be able to view and respond to tasks, messages, and shared resources specific to their company.

🛠 How to Invite a Client User

1. Go to the Client Workspace

   Select the client company from your Client List, then open the Client Details tab.

   Click “Add Client User”

   You’ll be prompted to either:

   • Invite a new user

   • Add a user from another existing workspace

     For a New User:

   • Enter the client's name and email address

   • Click Invite Client User

     📬 The client will automatically receive a welcome email with a link to log in and create a password.

     Check Invite Status

   • The new invite will appear in the list of client users with a "Pending" status.

💡 Tips for Managing Client Invites

• If the client doesn’t receive the invite or you'd prefer to send a personalized message:
  • Click Copy Invite next to the pending invitation
  • Paste the unique link into a personal email

⚠️ Important: Each invite link is unique to the user and should not be shared with others.