Invite the client to the portal

For the client to follow results with their own login, invite their people into the client’s space. Each invite goes by email and sets a role: Admin, Editor or Viewer. Inviting the client does not use seats from your plan.

Before you start

• Who can invite: the agency team or a client Admin.
• Only the agency team can grant the Admin role. A client Admin invites Editor and Viewer.
• Have each person’s email. One invite per person.
• Recommended: apply the client’s brand and have a report ready first. See What the client sees in the portal.

Step by step

1. 1
   Step 1

   Enter the client

   On Clients, click the client’s row. Relator opens the client Home.

2. 2
   Step 2

   Click Invite on the Team card

   On the client Home, the Team card lists who already has access: the account manager, the agency team and the people on the client side. Click Invite.

   Illustrative screen

   Korra/Home

   Ask RelatorAIPT

   Korra

   SpendR$48,320.00+8.2%

   RevenueR$212,400.00+11.5%

   ROAS4.40×+3.1%

   Team

   • Marina CostaAccount manager
   • Rafael LimaAgency team
   • ana@korra.comPending invite
   • Invite

     1

   1. 1Invite opens the invite dialog for this client.

3. 3
   Step 3

   Enter the email and role

   In the Invite member dialog, fill in Email and choose the Workspace role. Under the options, a line explains what the role allows.

   • Admin: can edit profile, invite and remove other members.
   • Editor: can edit reports, alerts and metrics. Cannot invite.
   • Viewer: read-only. Cannot edit anything.

   Illustrative screen

   Korra/Home

   Ask RelatorAIPT

   Team

   • Marina Costa

   Invite memberSend an email invitation with the chosen role. If the user is already in your organization, they get direct workspace access.

   Emailana@korra.com

   1

   Workspace roleAdminEditorViewerRead-only. Cannot edit anything.

   2

   Cancel

   Send invitation3

   1. 1Email of the person on the client side.
   2. 2The role sets what they can do in the portal.
   3. 3Send invitation sends the email.

4. 4
   Step 4

   Send the invite

   Click Send invitation. The person shows up on the Team card as “Pending invite” until they accept.

Other places that lead to the same invite: the Invite people step when creating the client, the Members tab on the client profile (Invite button) and the Invite … to the portal step in the getting-started guide on the agency Home.

What happens next

• The person gets an email with the invite link.
• When they open it, they see Confirm your access with the client, the agency and the Role, and click Accept and continue.
• People without an account create one with Full name and Password (at least 8 characters).
• From then on, the person enters the portal with their own login. On the Team card, the role shows as “Client · Admin”, “Client · Editor” or “Client · Viewer”.
• In the agency getting-started guide, this client’s portal step checks itself off once there is a pending invite or someone from the client with access.

Cancel invites and remove people

On the Members tab of the client profile, each row has a ⋯ menu (on mobile it is always visible):

• Cancel invitation: invalidates an invite that has not been accepted yet.
• Remove member: removes the person’s access to this client. Their account still exists.
• Nobody can remove themselves.
• A client Admin cannot remove another Admin. Only the agency can.
• The client’s last Admin cannot be removed. Give the Admin role to someone else first.
• The agency team shows with the “agency” tag and is not removed here: it accesses every client.

Common issues

• The invite never arrived. Ask the person to check spam and promotions. If it is not there, cancel the invite and send it again, double-checking the email. See The invite never arrived.
• “We couldn’t accept the invitation.” The link expired or was already used. Cancel and send a new invite.
• “You don’t have permission to invite.” Your role on the client is Editor or Viewer. Ask an Admin or the agency.
• I can’t choose Admin. Only the agency team grants that role.