# Inviting Clients

## What it does

You invite **Clients** so outside businesses may sign in to **your** white-label portal, pick among the **projects** you assigned, and work inside **reviews**, **ratings**, **feedback**, **messages**, **customers**, and daily **reputation** tasks without gaining your full agency controls.

***

## How to use it

1. Make sure each person has at least **one project** to land in after they accept.
2. Choose where you start the invite:

{% tabs %}
{% tab title="Agency Clients" %}
Open **Agency**, then **Clients**, and click **Invite Client**. Enter their email, pick **Manager**, **Operator**, or **Viewer**, choose **Projects**, expand **Sections** to clear anything they should not buy yet, then send the invitation.
{% endtab %}

{% tab title="Create Project" %}
Click **Agency**, **Projects**, **Add**, then expand **Invite Client** inside **Create Project**. Fill their email, trim **Sections** if needed, and finish **Create**. They arrive as **Manager** unless you later edit them under **Clients**.
{% endtab %}

{% tab title="Project Members" %}
Enter the project, open **Settings**, **Members**, then **Invite Member**. You attach them to that project automatically, but you still choose **Manager**, **Operator**, or **Viewer**. Today this path skips section checkboxes, so every sidebar destination stays available until you tighten access under **Agency**, **Clients**.
{% endtab %}
{% endtabs %}

3. Ask them to watch their inbox, accept the invite, and finish signup on **your** portal domain once DNS and sending setup are complete.

***

## What to expect

* Portal users always pick an active **project** before they work. Multiple assignments mean they may switch projects from the selector you expose in the console.
* Invitations mention how many days remain before expiry. Many installs allow roughly **thirty days**, but trust the number printed in that email.
* Pending rows show **Invited** with a paper plane icon. Failures show a warning triangle instead. Click **Edit**, then **Resend Invite** after fixing the email or inbox issue.
* After they join you see **Joined** plus timestamps. Teammates with extra sign-in protection may show a note beside their name.
* **Owners** and **Admins** open **Edit** on any client row to adjust **Projects**, **Sections**, or role. **Managers** still press **Invite Client**, yet they only receive **Edit** on their own row, so pair a senior admin when you need to fix another person's access.
* **Remove** sits beside **Save** for anyone who should lose portal access entirely.

{% hint style="info" %}
Invitations never create passwords for them. They choose credentials during signup. You do **not** receive their password. Point stuck users to **Forgot Password** on your portal sign-in screen.
{% endhint %}

{% hint style="warning" %}
Self-service signup without an invite still stops at project setup. There is no automatic path where strangers provision themselves unless you build one outside this product.
{% endhint %}

***

## Tips & common questions

{% hint style="success" %}
Need someone who should jump across **every** customer brand with billing controls? Use **Agency**, **Team**, instead of **Clients**.
{% endhint %}

{% hint style="info" %}
Trying to invite the same email while a pending invite still exists triggers an error. Open **Edit** on that row and click **Resend Invite**, or **Remove** the old seat before sending a fresh one. Fully joined accounts need different handling if you see a duplicate error.
{% endhint %}

{% hint style="warning" %}
Expect an upgrade prompt when your plan caps seats. Raise the allowance or remove inactive **Clients** before adding more.
{% endhint %}

{% hint style="danger" %}
Clicking **Remove** instantly pulls portal access. Export anything you still need from their **projects** before you confirm if audits matter.
{% endhint %}


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