Client · Organization

Invite reviewers and approvers.

Primary Contacts invite their own organization team into the existing Client Dashboard. No public signup and no anonymous review links.

  1. 01Sign in at /access and open /dashboard.
  2. 02Expand Organization Team near Project Requests.
  3. 03Enter email, optional display name, and role (Reviewer, Stakeholder, Approver, or Observer).
  4. 04Send Invite. If email delivery is not configured, copy the invite link shown and share it securely.
  5. 05The invitee opens /access/invite, sets a password, and joins as Auth role client.
Guide CenterNext: Member Roles and Permissions →