Client Users
Invite and manage the client users who log in to your platform — all from the explorer.
Users is where you control who, outside your own team, can sign in to your workspace. Administrators reach for it to invite clients, suspend access when needed, and tidy up accounts that are no longer active.
What you can do
- Invite a new client user by email and get them set up with a login.
- See every client user with their name, email, status, last login and when they were created.
- Track each account's status — active, invited, suspended or archived.
- Suspend a user to pause their access without losing the account.
- Archive a user to hide them from the explorer when they're no longer needed.
- Email a user directly from their record.
How to use it
An administrator switches Users on from Settings → Apps. Once enabled, it appears in your navigation as a directory of client logins.
To bring someone on board, start an invitation and provide the details requested — your agent guides you through what it needs and sends the email. As accounts change over time, suspend anyone whose access should pause, and archive those who've moved on so your active list stays clean. You can search the directory by name or email whenever it grows.
Working with your agent
Invitations and account changes run through your agent, so you describe who needs access and it handles the rest — confirming with you before anything disruptive.
You: "Invite [email protected] as a client user"
Agent: Collects any missing details, then sends the invitation and confirms it's on its way.
How it fits
Client users are distinct from your own Team — these are external people you grant a login. Accounts here relate to the people in Contacts, and your agent handles invites, emails and status changes on request, asking you to confirm before it suspends or archives anyone.
Tip. Suspend before you archive — suspending keeps the account recoverable, while archiving is for people who are genuinely gone.