Share with a client

Invite your client to the project so they can review proposed products and communicate with your team.

Invite a client

1. Go to project Settings
2. Click Client in the sidebar
3. Click Invite a client
4. Enter the client's email
5. Click Send invitation

The client receives an email with a link to access their dedicated space.

Check what the client sees

Before inviting, or after configuring your products:

1. Use client preview to see the interface as the client will see it
2. Check that the right products are Proposed (Unspecified products are not visible)

Configure sharing

In project settings, adjust:

• Sharing settings: visibility of prices and web links — see Sharing settings
• Price settings: excl. or incl. tax display — see Price settings

Congratulations

You have set up your account, agency, first project, and invited a client. Explore the help center to learn more about each feature.