Client logins

On the Agency plan, invite clients to their own workspace with the Client role. They see only that workspace, and only what’s useful to them:

• Inbox: read and reply to their customers’ conversations.
• Reports: how their messages are performing.
• Statements: what they used each month, at your price.
• Profile: their own account settings.

They can’t see or change automations, channels, templates, billing, other workspaces or your costs.

Invite a client

In Settings → Agency → Clients, choose Invite the client on their workspace and enter their email. Or switch to the client’s workspace and invite them under Settings → Team with the Client role.

They get an email to set up their login, and land in their workspace.