Invite a client as a viewer

Agencies can show each client their own workspace for free. Invite them as a viewer, and they’ll see their numbers and nothing of anyone else’s.

Invite a client

1. Open the client’s workspace and click “Share” at the top right.
2. Type their email, choose “Can view”, then click “Invite”.
3. They get an email inviting them to join, and their workspace opens when they do. See Accept an invite.

Viewers are free on every plan, so a client never takes an editor seat. See Seats.

What a client sees

• Their own workspace, and only that. They see every deck in it. Other clients’ workspaces never show up for them.
• A short list of people. Your team’s admins, themselves and the people who share their workspace. Never your other clients, or the staff who work on other clients.
• Their own usage. Only their own questions, with everyone else’s counted together.

What a client can do

• Look around. Open every deck, switch regions, drill into cards and export what they see.
• Ask Stetto. It answers their questions without changing the deck. See What it can and can't do.
• Comment. Pin comments and @mention the people who can open the workspace. See Comments and @mentions.
• Ask to edit. “Request edit access” goes to your admins, who can approve or decline it. See Ask for edit access.

They can’t change cards, frames, connections or settings.

Who can do this

Team admins invite people and change their access. See Roles: admin, editor, viewer.

Related

• Agencies: one workspace per client
• Roles: admin, editor, viewer
• Share a workspace and invite people