{"id":63856,"date":"2023-11-08T19:30:51","date_gmt":"2023-11-08T19:30:51","guid":{"rendered":"https:\/\/sales-ai-agents.com\/guides\/uncategorized\/inviting-via-client-role\/"},"modified":"2023-11-15T19:13:21","modified_gmt":"2023-11-15T19:13:21","password":"","slug":"inviting-via-client-role","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/de\/guides\/client-portal\/inviting-via-client-role\/","title":{"rendered":"So laden Sie einen Kunden \u00fcber die Client-Rolle zum Portal ein"},"content":{"rendered":"\n<p>Wenn Sie einen Kunden oder Kollegen in das Portal einladen m\u00f6chten, der keinen Zugriff auf die Webversion hat, ist es ideal, ihm die <strong>Client-Rolle<\/strong> zuzuweisen. Ein Mitglied mit dieser Rolle hat vollen Zugriff auf das Portal mit der M\u00f6glichkeit, Seiten zu kommentieren, hat aber keinen Zugriff auf die Webversion oder den Portalanpassungsdienst.<\/p>\n\n\n<div style=\"background-color: #eafaf3; padding: 20px;\">Die Kundenrolle ist nur f\u00fcr Team- und Business-Tarife verf\u00fcgbar. Sie m\u00fcssen f\u00fcr Kunden nicht gesondert bezahlen, aber die <span class=\"background-color\" data-highlight=\"yellow\">Anzahl<\/span> der Kunden ist beim Team-Tarif <span class=\"background-color\" data-highlight=\"yellow\">begrenzt<\/span>. Die Anzahl der Kunden ist <span class=\"background-color\" data-highlight=\"yellow\">unbegrenzt.<\/span><\/div>\n\n\n<h2 class=\"wp-block-heading\"><strong>Einladen eines Kunden in das Portal<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u00d6ffnen Sie die Business-Konsole der Organisation &#8211; <a href=\"https:\/\/teams.nimbusweb.me\/\">https:\/\/teams.nimbusweb.me\/<\/a><\/li>\n\n\n\n<li>W\u00e4hlen Sie Neue Mitglieder <strong>einladen<\/strong>.<\/li>\n\n\n\n<li>W\u00e4hlen Sie den gew\u00fcnschten <strong>Arbeitsbereich <\/strong>und das<strong> Portal.<\/strong><\/li>\n\n\n\n<li>W\u00e4hlen Sie aus der Liste der Rollen den Eintrag <strong>Kunde<\/strong>.<\/li>\n\n\n\n<li>Geben Sie die E-Mail-Adresse des Kunden an und klicken Sie auf <strong>Einladungen senden<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Kundenverwaltung<\/strong><\/h2>\n\n\n\n<p>Sie k\u00f6nnen den Kunden in der Gesch\u00e4ftskonsole \u00fcber die <strong>Mitgliederliste<\/strong> verwalten:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"435\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Customer-Role-Guide-1024x435.jpg\" alt=\"\" class=\"wp-image-60903\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Customer-Role-Guide-1024x435.jpg 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Customer-Role-Guide-300x128.jpg 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Customer-Role-Guide-768x326.jpg 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Customer-Role-Guide-1536x653.jpg 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Customer-Role-Guide-1200x510.jpg 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Customer-Role-Guide-600x255.jpg 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Customer-Role-Guide.jpg 1595w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Hier k\u00f6nnen Sie: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Den Kunden in ein regul\u00e4res Mitglied mit Zugriff auf die Webversion umwandeln <\/li>\n\n\n\n<li>Seinen <strong>Magic Link<\/strong> verwalten (z. B. einen neuen Link erstellen)<\/li>\n\n\n\n<li>Einen Kunden l\u00f6schen<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Wenn Sie einen Kunden oder Kollegen in das Portal einladen m\u00f6chten, der keinen Zugriff auf die Webversion hat, ist es ideal, ihm die Client-Rolle zuzuweisen. Ein Mitglied mit dieser Rolle hat vollen Zugriff auf das Portal mit der M\u00f6glichkeit, Seiten zu kommentieren, hat aber keinen Zugriff auf die Webversion oder den Portalanpassungsdienst. Die Kundenrolle ist [&hellip;]<\/p>\n","protected":false},"author":32,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[89],"doc_tag":[],"class_list":["post-63856","docs","type-docs","status-publish","hentry","doc_category-client-portal"],"acf":[],"year_month":"2026-04","word_count":191,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Evhenia Yasenkova","author_nicename":"alisa-evhenia-yasenkova","author_url":"https:\/\/sales-ai-agents.com\/de\/blog\/author\/alisa-evhenia-yasenkova\/"},"doc_category_info":[{"term_name":"Kundenportal","term_url":"https:\/\/sales-ai-agents.com\/de\/guides\/client-portal\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>So laden Sie einen Kunden \u00fcber die Client-Rolle zum Portal ein - Sales AI Agents<\/title>\n<meta name=\"description\" content=\"Erfahren Sie in dieser Kurzanleitung, wie Sie mit der Kundenrolle Kunden in Ihr Portal einladen und verwalten k\u00f6nnen.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sales-ai-agents.com\/de\/guides\/client-portal\/inviting-via-client-role\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"So laden Sie einen Kunden \u00fcber die Client-Rolle zum Portal ein - Sales AI Agents\" \/>\n<meta property=\"og:description\" content=\"Erfahren Sie in dieser Kurzanleitung, wie Sie mit der Kundenrolle Kunden in Ihr Portal einladen und verwalten k\u00f6nnen.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sales-ai-agents.com\/de\/guides\/\" \/>\n<meta property=\"og:site_name\" content=\"Sales AI Agents\" \/>\n<meta property=\"article:modified_time\" content=\"2023-11-15T19:13:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/nimbusweb.me\/wp-content\/uploads\/2025\/05\/og-2025.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/sales-ai-agents.com\/de\/guides\/client-portal\/inviting-via-client-role\/\",\"url\":\"https:\/\/sales-ai-agents.com\/de\/guides\/\",\"name\":\"So laden Sie einen Kunden \u00fcber die Client-Rolle zum Portal ein - Sales AI Agents\",\"isPartOf\":{\"@id\":\"https:\/\/sales-ai-agents.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/sales-ai-agents.com\/de\/guides\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/sales-ai-agents.com\/de\/guides\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Customer-Role-Guide-1024x435.jpg\",\"datePublished\":\"2023-11-08T19:30:51+00:00\",\"dateModified\":\"2023-11-15T19:13:21+00:00\",\"description\":\"Erfahren Sie in dieser Kurzanleitung, wie Sie mit der Kundenrolle Kunden in Ihr Portal einladen und verwalten k\u00f6nnen.\",\"breadcrumb\":{\"@id\":\"https:\/\/sales-ai-agents.com\/de\/guides\/#breadcrumb\"},\"inLanguage\":\"de-DE\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/sales-ai-agents.com\/de\/guides\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"de-DE\",\"@id\":\"https:\/\/sales-ai-agents.com\/de\/guides\/#primaryimage\",\"url\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Customer-Role-Guide-1024x435.jpg\",\"contentUrl\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Customer-Role-Guide-1024x435.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/sales-ai-agents.com\/de\/guides\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Guides\",\"item\":\"https:\/\/sales-ai-agents.com\/guides\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"So laden Sie einen Kunden \u00fcber die Client-Rolle zum Portal ein\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/sales-ai-agents.com\/#website\",\"url\":\"https:\/\/sales-ai-agents.com\/\",\"name\":\"FuseBase\",\"description\":\"Nimbus Platform - Free Online Collaboration Software for Remote Teams. 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