Administrators and team members can add clients to pods when first creating the pod or after the pod has been created.

Add a client after the pod has been created

1. Go to the Team page.

2. Click Add People.

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3.  Enter the Email address of the client whom you want to invite.

4. Click the circle beside Client to specify you are adding a client.

5. Select a company name that the client represents from the dropdown, or, click Add New Company to create a new client.

6. Assign any projects that you want your client to be able to see. Tip: You can preview the email invitation that will be sent to your client by clicking ‘Read the email content.’

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8. Click Send Invite.

Clients will be marked with a Client tag.

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A notification email will be sent to the clients with instructions on how to sign up and log in.

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Watch how to invite a client

Add a client to a new pod

When creating a new pod, you can add an existing client or create a new one.

1. Create a new pod and under the Client dropdown, select an existing client or add a new client.

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2. When you have created or selected your client, click Create Pod & Invite People.

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3. Click the checkbox beside your client to invite them to the pod.

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4. When you’re done adding your client and team members, click Add People to this Pod.

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