How to invite a client owner
Send a client owner an email invitation to set a password and sign in. You keep partner control, can cancel a pending invitation, and inviting is optional.
Send the client owner an invitation to set a password and sign in. You keep partner-level control and can revoke access at any time. Inviting is optional. You can run the account yourself.
Before you start
- The account must exist (see how to create a client account).
- The client owner email on the account must be correct. To change it, use how to transfer a client account to its owner.
Send an invitation
- Open the account from the
Client accountspage (click the company name, orClient detailsin the row menu). - In the
Invite client ownercard, clickSend invitation. - The button changes to
Sent. The client owner now has an email with a link to set their password.
What your client receives
The client owner gets an email inviting them to set a password and access the account. Once they set a password and sign in, they become active: the Invite client owner card disappears, and the Client accounts list shows a key icon next to their email (instead of a lock) to indicate they have login credentials.
Cancel a pending invitation
While an invitation is Sent but not yet accepted, click Cancel invitation in the same card to revoke it. You can send a new invitation later.