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How Can I Invite Clients to My Workspace?

Updated over 2 months ago

Overview

As an agency or ghostwriter, you can invite clients to your Supergrow workspace to collaborate on their LinkedIn content. This allows you to manage their profiles, create content on their behalf, and maintain organized workflows.

Step-by-Step Guide

Step 1: Select the Workspace

  1. Click on the workspace dropdown in the top navigation You'll see a list of your workspaces

  2. Select the workspace where you want to add a client

  3. If you need to create a new workspace for a client, click + Create a new workspace

Step 2: Access Workspace Settings

  1. Click Settings in the left sidebar

  2. Navigate to Workspace Members from the settings menu

  3. You'll see the "Workspace Members" page

Step 3: Enter Client Email Address

  1. In the "Invite workspace members" section, locate the email input field

  2. Type the email address of the client you want to invite

  3. The email field shows placeholder text: "Enter an email address..."

Step 4: Assign the Appropriate Role

  1. Click on the role dropdown next to the email field (defaults to "Team Member")

  2. You'll see three role options:

    • Team Member (with info icon)

    • Content Manager (with info icon)

    • Client (with info icon)

  3. Select Content Manager or Client depending on the access level needed

  4. Click "Click to view role permissions" to understand what each role can do

Step 5: Understanding Role Permissions

Admin:

  • Invites Content Managers to the platform

  • Can also function as a Content Manager if needed

Content Manager (New Role):

  • Creates LinkedIn content for multiple team members

  • Manages the approval process through different workflow stages

  • Schedules and publishes approved content

  • Tracks content performance across team members

Team Members (LinkedIn Account Owners):

  • Professionals whose LinkedIn profiles are being managed

  • Review and approve content before it's published

  • Provide feedback when revisions are needed

Client:

  • Professionals whose LinkedIn profiles are being managed

  • Review and approve content before it's published

  • Provide feedback when revisions are needed

πŸ’‘ For Agencies/Ghostwriters: Most clients should be assigned either the Content Manager role (if they need to collaborate on content creation) or Client role (if they only need to review and approve).

Step 6: Send the Invitation

  1. After entering the email and selecting the role, click the Send Invite button

  2. The invitation will be sent to the client's email address

Step 7: Monitor Pending Invitations

  1. Scroll down to the "Pending Invites" section

  2. You'll see all invitations that haven't been accepted yet

  3. Each pending invite shows:

    • Client's email address

    • Assigned role (e.g., "Content Manager")

    • Three-dot menu for additional actions

Step 8: Client Accepts Invitation

  1. The client will receive an email invitation to join your workspace

  2. They must click the link in the email to accept

  3. Once accepted, they'll appear in the active members list above "Pending Invites"


Managing Existing Members

View Current Members

In the Workspace Members section, you'll see all active members:

  • Profile icon with initial

  • Email address

  • Role (Admin, Team Member, Content Manager, Client)

  • Three-dot menu (β‹―) for actions

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