Inviting Client Users to Client Hub -

Efficiently manage your client collaborations by inviting Client Users to their respective company workspaces in Client Hub. This guide provides step-by-step instructions to ensure a smooth invitation process.

➕ Adding a New Client User

To invite a new Client User:

1. Navigate to the Client Workspace:
   • Select the Client Details tab under the desired company name.
2. Initiate the Invitation:
   • Click the Add Client User button.
3. Choose Invitation Type:
   • Add a New User: Enter the new user's full name and email address.
   • Invite from Another Workspace: Select an existing user from another workspace.
4. Send the Invitation:
   • Click the Invite Client User button. The client will automatically receive a welcome email containing a link to log in and create a password.
5. Monitor Invitation Status:
   • The invite will appear in the client users table with a "Pending" status. (You may need to refresh the page to see the update.)

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🔗 Managing Pending Invitations

If the client user does not receive the invite or you prefer to send a personal message:

• Copy the Invite Link:
  • Click the Copy Invite Link next to the pending invite.
  • Paste the link into a personal email to the client.

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

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🔄 Adding an Existing Client User to Another Workspace

For clients managing multiple businesses or when a separate private communication thread is needed, you can add an existing Client User to another workspace:

1. Ensure the Client User is Active:
   • Confirm that the client has accepted an invite to their initial workspace.
2. Create a New Workspace:
   • Add a new client on the left panel. For private conversations, consider naming it appropriately (e.g., "Client Name - Private").
3. Access Client Details:
   • Navigate to the Client Details tab for the new workspace.
4. Invite from Existing Workspace:
   • Click the Add Client User button and select From Existing Workspace.
   • Choose the originating workspace and select the desired user.
5. Confirmation:
   • A confirmation dialog will appear. Note that the user may not display immediately in the list.

Note: An email invite is not sent for subsequent workspaces. The client user will see the new workspace listed on their left navigation the next time they log into their web or mobile account.