{"id":60900,"date":"2023-11-08T19:30:51","date_gmt":"2023-11-08T19:30:51","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=60900"},"modified":"2023-12-02T18:35:03","modified_gmt":"2023-12-02T18:35:03","password":"","slug":"inviting-via-client-role","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/inviting-via-client-role\/","title":{"rendered":"How to Invite a Customer to The Portal via Client Role"},"content":{"rendered":"\n<p>If you want to invite a customer or colleague into the portal without access to the web version, assigning them the <strong>Client Role<\/strong> is ideal. A member with this role will have full access to the portal with the ability to comment on pages, but will not have access to the web version or portal customizer.<\/p>\n\n\n<div style=\"background-color: #eafaf3; padding: 20px;\">The Client Role is only available for Team and Business plans. You do not have to pay separately for clients, but <span class=\"background-color\" data-highlight=\"yellow\">there&#8217;s a limited number<\/span> for the Team plan. The number of clients is <span class=\"background-color\" data-highlight=\"yellow\">unlimited.<\/span><\/div>\n\n\n<h2 class=\"wp-block-heading\"><strong>Inviting a customer into the portal<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open&nbsp;the&nbsp;organization&#8217;s&nbsp;business&nbsp;console&nbsp;&#8211;&nbsp;<a href=\"https:\/\/teams.nimbusweb.me\/\">https:\/\/teams.nimbusweb.me\/<\/a><\/li>\n\n\n\n<li>Select&nbsp;<strong>Invite<\/strong>&nbsp;new&nbsp;members.<\/li>\n\n\n\n<li>Select&nbsp;the&nbsp;desired&nbsp;<strong>workspace&nbsp;<\/strong>and<strong>&nbsp;portal.<\/strong><\/li>\n\n\n\n<li>From&nbsp;the&nbsp;list&nbsp;of&nbsp;roles,&nbsp;select&nbsp;<strong>Client<\/strong>.<\/li>\n\n\n\n<li>Specify&nbsp;the&nbsp;client&#8217;s&nbsp;e-mail&nbsp;address&nbsp;and&nbsp;click&nbsp;on&nbsp;<strong>Send&nbsp;invitations<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Customer management<\/strong><\/h2>\n\n\n\n<p>You&nbsp;will&nbsp;be&nbsp;able&nbsp;to&nbsp;manage&nbsp;the&nbsp;customer&nbsp;in&nbsp;the&nbsp;business&nbsp;console&nbsp;through&nbsp;the&nbsp;<strong>Members<\/strong>&nbsp;list:<\/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>Here you can:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Convert&nbsp;the&nbsp;client&nbsp;to&nbsp;a&nbsp;regular&nbsp;member&nbsp;with&nbsp;access&nbsp;to&nbsp;the&nbsp;web&nbsp;version&nbsp;<\/li>\n\n\n\n<li>Manage&nbsp;its&nbsp;<strong>Magic&nbsp;link<\/strong>&nbsp;(e.g.&nbsp;generate&nbsp;a&nbsp;new&nbsp;link)<\/li>\n\n\n\n<li>Delete\u00a0a client<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>If you want to invite a customer or colleague into the portal without access to the web version, assigning them the Client Role is ideal. A member with this role will have full access to the portal with the ability to comment on pages, but will not have access to the web version or portal [&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":[12],"doc_tag":[],"class_list":["post-60900","docs","type-docs","status-publish","hentry","doc_category-client-portal"],"acf":[],"year_month":"2026-04","word_count":246,"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\/fr\/blog\/author\/alisa-evhenia-yasenkova\/"},"doc_category_info":[{"term_name":"Portals","term_url":"https:\/\/sales-ai-agents.com\/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>How to Invite a Customer to The Portal via Client Role- Sales AI Agents<\/title>\n<meta name=\"description\" content=\"Find out how the Client Role can help you invite and manage customers in your portal with this quick guide.\" \/>\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\/fr\/guides\/client-portal\/inviting-via-client-role\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Invite a Customer to The Portal via Client Role\" \/>\n<meta property=\"og:description\" content=\"Find out how the Client role can help you invite and manage customers in your portal with this quick guide.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sales-ai-agents.com\/tr\/guides\/\" \/>\n<meta property=\"og:site_name\" content=\"Sales AI Agents\" \/>\n<meta property=\"article:modified_time\" content=\"2023-12-02T18:35:03+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<meta name=\"twitter:title\" content=\"How to Invite a Customer to The Portal via Client Role\" \/>\n<meta name=\"twitter:description\" content=\"Find out how the Client role can help you invite and manage customers in your portal with this quick guide.\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/inviting-via-client-role\/\",\"url\":\"https:\/\/sales-ai-agents.com\/tr\/guides\/\",\"name\":\"How to Invite a Customer to The Portal via Client Role- Sales AI Agents\",\"isPartOf\":{\"@id\":\"https:\/\/sales-ai-agents.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/sales-ai-agents.com\/tr\/guides\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/sales-ai-agents.com\/tr\/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\":\"2023-12-02T18:35:03+00:00\",\"description\":\"Find out how the Client Role can help you invite and manage customers in your portal with this quick guide.\",\"breadcrumb\":{\"@id\":\"https:\/\/sales-ai-agents.com\/tr\/guides\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/sales-ai-agents.com\/tr\/guides\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/sales-ai-agents.com\/tr\/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\/tr\/guides\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Guides\",\"item\":\"https:\/\/sales-ai-agents.com\/guides\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Invite a Customer to The Portal via Client Role\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/sales-ai-agents.com\/#website\",\"url\":\"https:\/\/sales-ai-agents.com\/\",\"name\":\"FuseBase\",\"description\":\"Sales AI Agents - Free Online Collaboration Software for Remote Teams. 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