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 ever appear on their screen.

The steps

1. Open Setup in the left rail, then Team.
2. Press Invite. Fill in Email and choose a Role. The three you can invite are Admin, Member and Viewer, and you cannot invite somebody to a role above your own.
3. Choose Viewer. A viewer reads and changes nothing, and it is the only role a single-client limit can sit on.
4. Press Send invitation. They get a mail with a sign-in link, so there is no password for you to pass on.
5. Read the row that appears. A seat already limited to one client says so under the address, and shows its role as plain text rather than as a picker, because that limit cannot be edited here.
6. Read What each role can do, below the roster, before you choose a role for anybody else. It lists all four roles with what each may do, and how many people hold it.

What to do with what you find

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, a key is the right tool. Setup, then API keys, mints one, and the list marks any key that is limited to one client.

Removing somebody from the roster revokes their access at once. Their past reviews and notes stay, with their name on them.