✉️ Inviting Client Users to a Workspace

Last Updated: July 2026

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 Client Tasks, Messages, and the File Manager specific to their company.

📝 Note: Need to update an existing client user instead of inviting a new one? See 🔐 Resetting or Updating a Client's Login to Client Hub for help with password resets, login email changes, or name changes.

➡️ Go to the Client Workspace

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

➕ Add a Client User

Click Add Client User. You'll be prompted to either:

• Invite a new user
• Add a user from another existing workspace

📝 Note: To add a user from an existing workspace, see 👥 How to Add a Client User to Another Workspace

1. Enter the client's name and email address.
2. Click Invite Client User.

The client will automatically receive a welcome email with a link to log in and create a password. Once they've signed up, they can log in with that password or use passwordless Magic Link login from the sign-in page going forward — see 🔐 Logging In with a Magic Link (Passwordless Login).

📝 Note: When the client accepts the invitation, a notification is automatically sent to the Firm User who created the Client Invite. Other Firm Users in the workspace will not receive this notification.

👀 Check Invite Status

The new invite will appear in the list of client users with a Pending status until the client completes their first login.

📊 Manage Pending Invites in Dashboards

Head to Dashboards > Invites to see all pending invitations across your workspaces. From here you can:

• 🔄 Resend invites — send another email reminder to the client
• 🗑️ Delete invites — remove them completely
• ✅ Take bulk actions on multiple pending invites at once

This makes it easy to keep track of invitations and follow up as needed.

💡 Tips for Managing Client Invites

• If a client doesn't receive their invite, click Copy Invite Link next to the pending invitation in Client Details and paste the unique link into a personal email
• You can also use the Resend option from Dashboards > Invites to send a fresh email reminder
• Try resending an invite before deleting it — sometimes a fresh reminder does the trick

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

📌 Related Articles

• 🔐 Logging In with a Magic Link (Passwordless Login)
• 👥 How to Add a Client User to Another Workspace
• 🔐 Resetting or Updating a Client's Login to Client Hub