Invite a client
Getting Started
Invite a client to your site and assign them the Administrator role to give them control of the CMS Site. However, they will not be getting full control of the site like not being able to delete the site, add membership features, use redirect URLs, etc. In this article, you will learn how to invite a client to your site.
Add a client to a CMS Site
To add a client to your CMS Site, follow the given steps below:
- Go to Team Members under the Styles and Settings panel from your Dashboard
- Click on Invite Member
- Input the client’s email address
- Input their name
- Assign them a role
- Press Send Invitation
- The status will remain as 🟡 invited until the client accepts the invitation
All the steps are demonstrated below ⬇️
After the client accepts the invitation, the status will change to 🟢 active.
Getting Started
Invite a client to your site and assign them the Administrator role to give them control of the CMS Site. However, they will not be getting full control of the site like not being able to delete the site, add membership features, use redirect URLs, etc. In this article, you will learn how to invite a client to your site.
Add a client to a CMS Site
To add a client to your CMS Site, follow the given steps below:
- Go to Team Members under the Styles and Settings panel from your Dashboard
- Click on Invite Member
- Input the client’s email address
- Input their name
- Assign them a role
- Press Send Invitation
- The status will remain as 🟡 invited until the client accepts the invitation
All the steps are demonstrated below ⬇️
After the client accepts the invitation, the status will change to 🟢 active.
Updated on: 19 / 11 / 2022