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Inviting clients
Clients are people who get limited portal access to your workspace. They don't need a Plutio subscription, and they'll only see the projects and entities you've shared with them. Everything else stays hidden.
What clients can see and do
Within shared projects, clients can view and complete tasks, upload files, and start conversations. If an invoice, proposal, or contract is linked to a shared project, the client can view and interact with those documents too.
Other clients' data, your scheduler, forms, automations, and internal conversations don't appear anywhere in the client's view. From a client's perspective, the workspace only contains the projects and items they've been given access to.
How to invite a client from the Contacts page
- Open Contacts.
- Click Create. The contact form opens.
- Enter the client's name and email address. The email is required because the invite is sent to that address.
- Set the role to Client. The Client role gives portal-only access with fixed permissions that can't be changed. To create a custom role for non-client teammates, see Custom roles and permissions.
- Open the Invite to workspace section on the contact form. You have two options:
- Send email invite. Switch the toggle on, optionally edit the message, and click Send email invite. The client receives an email with a link to join your workspace.
- Share the invite link. Copy the link directly from the same section and send it to the client through any channel you prefer.
- Save the contact.
Once the client accepts, they sign in through your subdomain and see only the projects, invoices, proposals, contracts, and other items you've shared with them.
If the client was invited a while ago and hasn't accepted, the contact form shows when the invitation was sent so you can resend it.
Auto-invite on proposal approval
A signed proposal can invite the client to your workspace automatically. Open the proposal, set the client on it, and turn on Auto invite client in the Automation section of the proposal options. When the client approves the proposal, Plutio sends them a workspace invitation email. After they accept, they can sign in and see whatever you've shared with them, the same as a manual invite. See Your first proposal for the full proposal automation setup.
Auto invite client only runs when the proposal is approved and the client doesn't already have a login. Sending a proposal, sending an invoice, or sharing a contract on its own does not invite the client. Use the steps above to invite clients in any other situation.
Controlling what each client can access
Client access is controlled per entity. Adding a client to a project gives them visibility into that project's tasks, files, and conversations. Linking an invoice or proposal to a project the client can access makes those documents visible too. Removing the client from a project revokes access to everything inside the project.
Client settings
Clients can change their own personal preferences: notification settings, password, and profile information. Clients can't access workspace settings, billing, branding, roles, or any configuration that affects the workspace as a whole.
Because the client role is fixed, all clients share the same permission boundaries. The difference between clients is which projects and entities each one has been granted access to, not what actions are available within those items.
