Give someone one client only

Let a partner see their own conversations and nothing else.

Use this when a partner should read their own conversations, and nobody else's customer should appear on their screen.

1. 1

   Open Setup in the left rail, then People.

   

2. 2

   Press Invite. Fill in Email and choose a Role.

   You cannot invite somebody to a role above your own.

3. 3

   Choose Viewer.

   A viewer changes nothing, and it is the only role a single-client limit can sit on.

4. 4

   Press Send the invite.

   They get a sign-in link, so there is no password for you to pass on.

5. 5

   Read the row that appears.

   A seat already limited to one client says so under the address.

6. 6

   Read What each role can do, below the roster.

   All four roles, what each may do, and how many people hold it.

Reading it right

• Do not use the client switcher in the top bar as a permission. It narrows what you are looking at. It is a view, not a boundary.
• For a system rather than a person, use a key. Setup, then Keys and addresses, and the list marks any key limited to one client.
• Removing somebody revokes their access at once. Their past reviews and notes stay, with their name on them.