{
  "@type": "help_guide",
  "id": "client-sign-in",
  "title": "Inviting a client's people",
  "kind": "feature",
  "summary": "Gives a client's people their own sign-in to the Nexus workspace, so everything they read, approve or change is under their name.",
  "aliases": [
    "invite",
    "invite someone",
    "client invite",
    "client sign in",
    "give access",
    "workspace access",
    "reviewer",
    "can review",
    "review access",
    "resend invite",
    "remove person",
    "uninvite",
    "freelancer access",
    "outside domain"
  ],
  "engine": null,
  "agents": [],
  "related": [
    {
      "id": "access-and-roles",
      "page": "https://nexus.effiqs.com/help/access-and-roles"
    }
  ],
  "reviewed": "2026-11-01",
  "sections": [
    {
      "heading": "What it does",
      "key": "what-it-does",
      "markdown": "Gives a client's people their own sign-in to the Nexus workspace, so everything they read, approve or change is under their name.\n\n- **An invite** sends a sign-in link to one email address. The link works once, for 3 days, and opens the client's home in the workspace.\n- **Their role.** A **viewer** reads. A **member** works on everything. Admins are made separately.\n- **Review access.** A viewer who **can review** also approves posts, asks for changes and comments on the social boards, named as themselves. A viewer without it only reads.\n- **Which clients.** An invite covers the client you invite them to. Their organization's admin can widen it to every client.\n- **Anyone you invite.** People outside the organization's email domains (a freelancer, a partner agency, a personal address) get in through their invite only. The Team page marks them."
    },
    {
      "heading": "Use it",
      "key": "use-it",
      "markdown": "- **\"Invite jane@acme.com to Acme as a viewer who can review.\"** Sends the invite.\n- **\"Resend Jane's invite.\"** Sends a new link (the old one stops working once used or after 3 days).\n- **\"Remove Jane from Acme.\"** Signs her out at once. If Acme was her only client, her access is switched off.\n- In the workspace: **Settings → Team → Workspace access** lists everyone who can sign in, their role, review access and last sign-in, with **Resend** and **Remove**. Open a person to switch review access on or off. **Invite someone** is under the list."
    },
    {
      "heading": "Who can invite",
      "key": "who-can-invite",
      "markdown": "- The account team for the client.\n- An admin of the client's organization, for its own clients.\n- Changes show what they'll do first and apply once you say yes."
    },
    {
      "heading": "Troubleshooting",
      "key": "troubleshooting",
      "markdown": "- **\"App access is off\" on the Team page.** Nobody in the organization can sign in yet, invited or not. The invite is saved, and no email goes out. Once access is on, press **Resend**.\n- **The link says it expired or was used.** Go to the sign-in page and enter the same email address for a new link.\n- **They signed in but can't approve a post.** They're a viewer without review access. Switch **Can review** on in their row."
    },
    {
      "heading": "Prompts",
      "key": "prompts",
      "markdown": "- \"Invite jane@acme.com to Acme as a viewer who can review.\"\n- \"Resend Jane's invite.\"\n- \"Remove Jane from Acme.\""
    }
  ],
  "prompts": [
    {
      "text": "Invite jane@acme.com to Acme as a viewer who can review.",
      "tool": "invite_person"
    },
    {
      "text": "Resend Jane's invite.",
      "tool": "invite_person"
    },
    {
      "text": "Remove Jane from Acme.",
      "tool": "remove_person"
    }
  ],
  "page": "https://nexus.effiqs.com/help/client-sign-in",
  "markdown": "https://nexus.effiqs.com/help/client-sign-in.md"
}