To invite clients to a workspace, you first need to have a workspace created.
If you have not yet created a workspace, click here.
To get started:
Step 1: Click on your user name and select Team from the menu.
Step 2: Click the Invite User button.
Step 3: Input email address and the desired workspace then, select permissions for your client.
- If your are inviting clients to have them add their shopping cart, select Manage Intagrations. Clients who have these permissions will have access to view intelligence dashboards and add integrations only.
- If your are inviting clients to have them add their shopping cart and input their credit card, select Manage integrations and Manage workspace billing. Clients who have these permissions will have access to view intelligence dashboard, add integrations, and manage billing for their workspace.
Step 4: Click the Send Invite button.
When your invitee receives their invite, they'll have 24 hours to respond before the email expires, but if it does, you always have the option of sending another invite.
For more information on user role details, click here.