Client Users & Teams

Each client account can have multiple users who access the white-labeled client portal. As an agency admin, you control who has access and what role they hold within the client’s organization.

User Roles

There are two roles available for client portal users:

Admin

Client admins have the highest level of access within their client portal. They can:

View and manage everything their permissions allow
Invite and remove other users within their client account
Manage billing information (if the manage_billing permission is enabled)

Member

Members have standard access to the client portal. They can:

View and interact with features based on the client’s permission settings
Cannot invite or remove other users
Cannot access billing information even if the permission is enabled for the client

Both Admin and Member roles are still subject to the client-level permissions you configure as the agency admin. A client Admin cannot access features that are disabled at the permission level.

Inviting Users

To invite a user to a client’s portal:

Navigate to Clients and select the client
Open the Users tab
Click Invite User
Enter the user’s email address
Select their role — Admin or Member
Click Send Invitation

Invite user form with email field and role selector

Invite client team members by email and assign their role.

The invited user will receive an email with a link to set up their account and access the client portal. The invitation link expires after 7 days.

💡

Before inviting client users, make sure you have configured the correct permissions for that client. Users will see everything their permissions allow as soon as they log in.

Managing Existing Users

Viewing the User List

The Users tab on a client’s detail page shows all users associated with that client, including:

Name and email — The user’s identity
Role — Admin or Member
Status — Active, pending invitation, or deactivated
Last active — When the user last logged in

Client users list showing names, roles, and status

View all users associated with a client account.

Changing a User’s Role

To change a user’s role:

Find the user in the Users tab
Click the role badge or edit icon
Select the new role
Confirm the change

Role changes take effect immediately the next time the user loads a page.

Removing a User

To revoke a user’s access:

Find the user in the Users tab
Click the remove or delete icon
Confirm the removal

The user will immediately lose access to the client portal. They will not receive a notification that their access has been revoked.

⚠️

Removing a user is immediate. If you need to temporarily restrict access, consider changing their role to Member instead, which limits their capabilities without fully removing access.

Pending Invitations

Invitations that have not yet been accepted appear in the user list with a Pending status. You can:

Resend the invitation if the original email was missed
Cancel the invitation to revoke access before the user accepts

How Client Portal Access Works

When a client user logs in, they see a white-labeled version of the dashboard that only shows data for their client account. The portal uses your agency’s branding (logo, colors, custom domain if configured).

Client users never see other clients’ data, agency-level settings, or any information outside their scoped environment. The experience is fully isolated.

Best Practices

Limit Admin roles to one or two key contacts per client to avoid confusion
Set permissions first before inviting users so the portal is ready when they log in
Use descriptive invitations by telling your client what to expect before sending the invite email
Review user lists periodically and remove users who no longer need access