Invite a client to their workspace

Send the invite

1. 1

   Open the client and go to the Workspace setup tab.

2. 2

   In the invite section, confirm the client's email (and co-borrower email if there is one), then press Send invite.

   

3. 3

   The status pill moves from "Not invited" to "Invite sent". After the first invite the button reads Resend invite.

How clients sign in

Clients never set a password. The invite email carries a personal sign-in link straight into their workspace. Later visits go through the workspace door: they enter the email address you invited and are let in.

1. 4

   The workspace header's Copy URL button (Copy Workspace URL on desktop) copies the exact link the invite email sends, so you can also text it or paste it into your own email.

2. 5

   Co-borrowers get their own invite at their own email and see the same workspace.