---
title: Invite a client to their workspace | Mortgage Clarity Help Center
description: Send the invite email and understand how clients sign in.
url: https://www.mortgageclarityplatform.com/help/clients-workspaces/invite-client
site: Mortgage Clarity
updated: 2026-09-01
---

## 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.
    
    ![The invite section in Workspace setup](https://www.mortgageclarityplatform.com/help-figures/clients-workspaces__invite-client__1.png)
    
    The invite section in Workspace setup Click to enlarge
    
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.
    

## Related articles

[Create a client and workspace

Every client gets a workspace: their file on your side, their portal on theirs.

](https://www.mortgageclarityplatform.com/help/clients-workspaces/create-client-workspace)[View a workspace as your client

Preview exactly what your client sees, without using an invite.

](https://www.mortgageclarityplatform.com/help/clients-workspaces/view-as-client)[Sign-in issues (401s)

Who signs in where, and what to do when a session expires.

](https://www.mortgageclarityplatform.com/help/troubleshooting/signin-issues)

[PreviousCreate a client and workspace](https://www.mortgageclarityplatform.com/help/clients-workspaces/create-client-workspace)[Next View a workspace as your client](https://www.mortgageclarityplatform.com/help/clients-workspaces/view-as-client)

Still stuck?

Email [christian@mortgageclarityplatform.com](mailto:christian@mortgageclarityplatform.com), or use the Help button in your advisor top bar to send a message without leaving the app.