Team Members within Gather are comprised of "Clients" and "Associates" (link here: Add an Associate). You do not have to add your clients, but if you want to collaborate and share ideas, you will need to send them an invite. Please note that only the Account Owner and Supper Admin roles can add team members.
Your clients will only have access to the projects you add them to, and you can control the information they have access to (link here: Client Settings). Clients cannot edit any information, but they can make comments and mark items as "approved" or "disliked."
Follow these steps to invite clients to a project in Gather.
Step 1: Click the "Account" drop-down menu in the upper right-hand corner of the page and click "Company Profile".
Step 2: From your "Company Profile" page, click on "Team Members", go to the Clients section, and then click the green button that says "Add Client."
Step 3: A window will then pop up asking you to enter in your client's name, job title (optional), and email address. You will also need to select the project(s) you would like them to have access to. The role "Client" will automatically be selected. Then click the green "invite" button.
Step 4: Your client will be sent an email so they can set a password and log into their projects. If they don't receive the email, please make sure they check their SPAM or promotions folder. Once they accepted the invite and set their login details, they will use these same credentials to log in from now on.
*If you'd rather see this in action, check out our "how to" video here: https://youtu.be/w6OOLQTc3gc
Notes:
You can add up to 100 clients if you are subscribed to our Studio plan. If you are subscribed to our Firm plan, you can add up to 200 clients. If you have reached your maximum allowable client seats and want to add more, please contact us for more information.
If a client was a member before and they are removed and re-added, the invitation cannot be sent again. The email associated with the invitation is assigned only one token, so it becomes invalid if accepted.
If this is the case, ask the client to log into their account HERE using the email and password they set originally. If they do not remember their password, they can reset it on the sign-in page by clicking on the "Forgot your password?" link.
Hope this helps! Let us know if you have questions.