Invite your Clients

Give your clients access to their workspace for a smooth collaboration

Before you invite: Review the available permission levels to choose the right access. See Roles & Permissions for details.

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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.

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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

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FAQs

Can clients see other clients' data?

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

Can I invite multiple people from the same company?

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

What if my client is already on Kick?

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

How do I resend an invite?

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

How is this different from adding team to my organization?

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.