Inviting Members

Invite admins and employees, assign clients, and manage your team.

Manage your team from the Employees page (Agency plan). You can invite admins and employees, assign clients, and resend or remove invites.

Send an invite

1. Open the Employees page

   Go to Employees in the sidebar, or the Add Employees step in the setup wizard.

2. Enter their email and role

   Type the teammate’s email and choose a role:

   • Employee (read-only) — sees only assigned clients
   • Admin (full access) — full read/write across all clients
3. Assign clients (employees only)

   For an employee, select which clients they should have access to. You can pre-assign clients now; access is granted automatically when they accept.

4. Send

   Click Add. ClientPlug emails the invite automatically.

Accepting an invite

The invited person receives an email with a link. When they open it they’ll:

1. Create their ClientPlug account (or sign in if they already have one).
2. Join your team in the role you assigned.
3. Immediately see the clients you pre-assigned (employees) or all clients (admins).

Managing invites and members

From the Employees page you can:

• Resend an invite if it wasn’t received
• Change a member’s role between admin and employee
• Adjust client assignments for an employee
• Remove a member, revoking their access

Removing a member immediately revokes their access to your clients and data. They keep their own ClientPlug login, but they’ll no longer see anything from your agency.

Changing client assignments

Open an employee and update which clients they can access at any time. Changes take effect right away — added clients appear on their dashboard, removed ones disappear. See Employee access.