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Invite Clients to a Project

Invite a client to the projects you choose and control what they can see.

Written by Scottie Elliott

Invite your clients to Gather when you want to share selections and collaborate on a project. Clients only see the projects you add them to, and you control what they can see. See Client Settings.

Only the Owner and Super Admins can invite clients. To invite your own team, see Adding Core Team Members.

Invite a Client

  1. On the left side of your account, hover over the profile icon in the bottom corner and select Company Profile.

  2. Click Team Members, go to the Clients section, and click Add Client.

  3. Enter your client's name, job title (optional), and email address.

  4. Select the projects they should have access to. The Client role is selected automatically.

  5. Click Invite.

Your client gets an email to set a password and log in. They'll use the same login from then on.

Good to Know

  • What clients can do: clients can't edit information, but they can leave comments. If you turn on client approvals, they can also approve or reject items you propose. See Let Clients Approve or Reject Items.

  • Client limits: on Core and Core Plus, you can invite up to 20 clients on a monthly plan and up to 50 on an annual plan.

  • Invite didn't arrive? Ask your client to check their spam or promotions folder.


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