> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/accountants/collaboration/invite-your-clients.md).

# Invite your Clients

Give your clients access to their workspace for a smooth collaboration

{% hint style="warning" %}
**Before you invite:** Review the available permission levels to choose the right access. See [Roles & Permissions](/accountants/managing-clients/roles-and-permissions.md) for details.
{% endhint %}

***

### Invite a Client

1. Open the client's workspace.
2. Click the **profile icon** or go to **Settings** → **Members**.
3. Click **Add team**.
4. Enter the client's email address.
5. Select the appropriate role.
6. Choose which entities they should access.
7. Click **Send invite**.

The client will receive an email with a link to access their workspace.

{% embed url="<https://player.mux.com/7x6g7BsOg02029GCXh01tMbXAJKpdylJMV86jAG61FqgHY>" %}

***

### Update Permissions or Remove Access

To change what a client can see or remove their access:

1. Open the client's workspace.
2. Go to **Settings** → **Members**.
3. Click the **⋯** menu next to the client's name.
4. Select:
   * **Configure permissions** — Change their role or entity access
   * **Remove from workspace** — Revoke their access entirely

{% embed url="<https://player.mux.com/u8vC9h3pzPFTydpK29wTyf02KsQSlsM2701QCSrxZxz00s>" %}

***

### FAQs

<details>

<summary><strong>Can clients see other clients' data?</strong></summary>

No. Clients only see the workspace and entities they've been granted access to.

</details>

<details>

<summary><strong>Can I invite multiple people from the same company?</strong></summary>

Yes. You can add multiple team members to a client workspace — for example, the business owner and their office manager, at no additional cost.

</details>

<details>

<summary><strong>What if my client is already on Kick?</strong></summary>

You can still invite them using the steps above. They'll sign in with their existing account and see the workspace you've shared.

</details>

<details>

<summary><strong>How do I resend an invite?</strong></summary>

Go to **Settings** → **Members**, find the person with a pending invite, and click on the three dots (**⋯**) → **Resend invite**.

</details>

<details>

<summary><strong>How is this different from adding team to my organization?</strong></summary>

Clients are invited to their own *workspace* to view their books. Team members are added to your *organization* and can access multiple client workspaces. Learn more in [Invite your Team](/accountants/start-here/set-up-your-firm/invite-your-team.md).

</details>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.kick.co/accountants/collaboration/invite-your-clients.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.