Getting Started

To grant a client control of a site, invite them as a Administrator role team member. This will give them full control of the site, with some exceptions such as being unable to delete the site or use Redirect URL.

Refer to this article to learn more about client permissions:

📌 Team Member Roles and Permission

Invite a Client to a CMS Site

To add a client to your CMS site, follow these steps:

• Click on the Advanced Configuration (🛠️) option in the left panel.
• Go to Team Members between Site Settings and Custom Domain.
• Click on Invite Member.
• Enter the client’s email address.
• Enter their name.
• Assign them a role.
• Click Send Invitation.
• The status will remain as 🟡 invited until the client accepts the invitation.

All the steps are demonstrated below ⬇️

✅ Step 1: Click on the Advanced Configuration (🛠️) option in the left panel of your CMS Dashboard

✅ Step 2: In the Advanced Configurations tab, navigate to the Team Members option

✅ Step 3: Click on Invite Member. Input the client’s Email Address, Name, assign them a Member Role, and **press **Send Invitation.

✅ Step 4: You will get 4 types of member roles; choose any one according to your needs

✅ Step 5: The status will remain as 🟡 invited until the client accepts the invitation.

✅ Step 6: After the client accepts the invitation, the status will change to 🟢 active.

Related articles

📌 Agency Site Configuration

📌 How can my clients log in to their site?

Updated on: 10/06/2024