Team, clients and approvals
Invite clients and use the Client Invite Link
Invite a client by e-mail or share one Client Invite Link with the permissions you choose, approve posts without a seat, and switch the link off.
Clients can review and approve posts, comment, and, if you allow it, publish and connect their own accounts. Clients come with Premium and Ultimate.
Invite a client by e-mail
- Open Settings, then Users, and choose Invite User.
- Type the client's e-mail address and press Enter. You can add up to 10 addresses.
- Choose the Client role and the permissions: Publish Post, Connect Accounts, Approve Posts and Auto Approve.
- Link the client's accounts and choose Send Invite.
The client sets a password from the e-mail and is signed in.
The Client Invite Link
The Users screen also has one Client Invite Link for the workspace. Anyone with the link can register as a client, with the permissions you set for the link. They confirm their e-mail address before the client is created.
- Edit Client Invite Link changes the permissions and the message.
- Switching the link off stops new sign-ups; refreshing it ends the old link.
Clients and seats
A client without Publish Post does not take a paid seat. A client with Publish Post counts as a user.
Who can invite
Owners and Admins invite clients and manage the link. An address that already signs in to another company's workspace cannot be invited.