Inviting Clients
Invite portal clients to chosen projects, roles, and sidebar areas for reviews and messaging without full agency controls.
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
Make sure each person has at least one project to land in after they accept.
Choose where you start the invite:
Open Agency, then Clients, and click Invite Client. Enter their email, pick Admin, Manager, Operator, or Viewer, choose Projects, expand Sections to clear anything they should not buy yet, then send the invitation.
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.
Enter the project, open Settings, Members, then Invite Member. You attach them to that project automatically, but you still choose Admin, Manager, Operator, or Viewer. Today this path skips section checkboxes, so every sidebar destination stays available until you tighten access under Agency, Clients.
Ask them to watch their inbox, accept the invite, and finish signup on your portal domain once DNS and sending setup are complete. If you enabled SSO under Agency, they can also use Sign in with SSO on that portal after the invite exists. If Require SSO is enabled, they must use that button.
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 Super Admins open Edit on any client row to adjust Projects, Sections, or role. A client Admin can edit or remove managers, operators, and viewers on a project’s Members screen. Managers invite from Settings, Members, and only receive Edit on their own row.
Remove sits beside Save for anyone who should lose portal access entirely.
Invitations never create passwords for them. They choose credentials during signup unless you turned on Require SSO. You do not receive their password. If email sign-in is still available, point stuck users to Forgot Password on your portal sign-in screen. If Require SSO is enabled, they must use Sign in with SSO instead.
People cannot create an account or sign in on your portal until you invite them. Without a pending invite, signup and login both show an error. Google sign-in is not available on the white label portal. Clients use email and password, or Sign in with SSO if you enabled it. With Require SSO enabled, they must use Sign in with SSO only.
Tips & common questions
Need someone who should jump across every customer brand with billing controls? Use Agency, Team, instead of Clients.
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.
Expect an upgrade prompt when your plan caps seats. Raise the allowance or remove inactive Clients before adding more.
Clicking Remove instantly pulls portal access. Export anything you still need from their projects before you confirm if audits matter.
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