Invite clients

Invite a client to your subscription so you can manage this for them, here's how.

If you need your client to access the subscription you're paying for, you'll need their email address.

Find your client in the Clients and prospects list.

1. Select the client.

2. From Products choose Manage products.

3. From Subscriptions actions drop down, select Invite client.

4. Enter your client's email, then from the Product dropdown list, specify which product they need.

5. From the Role dropdown list, choose what level of access they need.
    NOTE: If there are multiple products for this client, add another role to grant access to them.
   

6. Select Send invitation to contact your client with a link via the entered email address.

7. Your client needs to select Open invitation, then Accept to get access to the subscription.

Manage invitations — subscription access and ownership