Guide for clients of agencies and freelancers

Updated

All Workspaces allow you to invite two guests who have a paid Freelancer or Agency plan. 10 guests can be added to Enterprise Workspace plans (or if you’re an Enterprise Partners). You are able to be a member of up to 100 Workspaces, regardless of your Workspace plan.

How to invite a guest into your Workspace

Workspace owners, admins, and members can invite guests to or remove guests from the Workspace.

Note

Guests cannot invite other guests to a Workspace.

To invite a guest to your Workspace:

  1. Click the Account dropdown menu in your Dashboard
  2. Click Workspaces
  3. Choose the Workspace you want to add your guest to
  4. Go to Team tab > Agency or Freelancer Guests‍
  5. Click Invite guest‍
  6. Enter the guest’s email address, choose their Site role, and choose if they Can publish
  7. Click Invite

Note

If your Workspace has site-specific access, choose which sites the guest can access during the invite process.

Only an Agency or Freelancer Workspace plan can accept the invite to gain access to your Workspace as a guest.

To resend the invite

You can resend an invite as long as the invite is still pending. To resend the guest invite:

  1. Click the Account dropdown menu in your Dashboard
  2. Click Workspaces
  3. Choose the Workspace you invited the guest to
  4. Go to Team tab > Agency or Freelancer Guests
  5. Click the “three dots” icon to the right of the guest you want to resend the invite to
  6. Click Resend invite

To cancel the invite

If you mistakenly sent an invite to the wrong person, you can cancel the invite, as long as the invite is still pending. If the invite is no longer pending, you can remove the guest from your Workspace.

To cancel a pending guest invite:

  1. Click the Account dropdown menu in your Dashboard
  2. Click Workspaces
  3. Choose the Workspace you invited the guest to
  4. Go to Team tab > Agency or Freelancer Guests
  5. Click the “three dots” to the right of the guest you want to cancel the invite for
  6. Click Cancel invite

How to remove a guest from your Workspace

When you remove a guest from your Workspace, they’ll no longer have access to that Workspace or any of its sites, unless you re-invite them to the Workspace.

To remove a guest from your Workspace:

  1. Click the Account dropdown menu in your Dashboard
  2. Click Workspaces
  3. Choose the Workspace you invited the guest to
  4. Go to Team tab > Agency or Freelancer Guests
  5. Click the “three dots” icon to the right of the guest you want to remove from your Workspace
  6. Click Remove from Workspace
  7. Type “REMOVE” in the Member confirmation modal window
  8. Click Remove

How to view a list of your Workspace guests

To view all the guests in your Workspace:

  1. Click the Account dropdown menu in your Dashboard
  2. Click Workspaces
  3. Choose the Workspace whose guests you want to view
  4. Go to Team tab > Agency or Freelancer Guests

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