How to give clients the right level of access without exposing your whole content workspace

Professionally onboard clients and establish clear working relationships.

Bring clients into the work without creating more admin or permission risk

Client Invitation lets agencies and service providers bring their clients onto Clipflow with a clear supplier-client relationship. You add them, the client organization is created and linked to you straight away, and you can invite the client in whenever they are ready.

Each client gets their own organization, while you and your admins are set up as their supplier with access to collaborate on their projects. A client organization managed by your agency is not billed. New to running clients in Clipflow? Start with Setting Up as an Agency.

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Why Invite Clients?

If you’re managing content for clients, you’ve probably struggled with how to collaborate. Do you work in separate accounts and lose the collaboration benefits? Do you ask them to invite you, which feels backwards?

Common Problems Solved:

• No way to easily manage and keep separate client work
• Clients having to set up their own accounts and figure things out
• Unclear supplier-client relationships and task ownership
• Managing clients across disconnected organizations
• No centralized view of all your client work

What You Get:

• Clear supplier-client relationship setup from the start
• Each client in their own organization, templates, task lists and even team members
• Your team assigned as suppliers into client projects
• Centralized management of all work, across all clients

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How to Invite a Client

Step 1: Start the Invitation

• Click Clients in the main navigation (your organization needs to be a Production Partner)
• Click New

Step 2: Enter Client Details

• Enter the Client Name
• Add the primary contact’s Email. Every organization needs its own email address
• Choose the client’s type

Step 3: Add, or Add and Invite

• Add Client creates the client organization without emailing anyone. You can start working in it straight away
• Add + Invite also emails the client an invite to own their organization

If you want the client to have their own Clipflow account, with which they can be assigned tasks, create projects and ideas, send them the invite. You can add them quietly first and invite them later from the clients list.

If you prefer to, you can send project share links for media review to unauthenticated users (such as clients) without them ever needing an account.

Step 4: Client Accepts

When the client accepts the invite, they join their organization as its owner. Your supplier relationship is already in place, so nothing about your access changes.

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After the Client Joins

Assign Your Team

Your agency’s admins are added to every client automatically. To bring in anyone else from your team:

• Open the client organization and go to Team Members
• Under Management Team, click Assign next to the person
• They join as a supplier straight away and do not use a seat

Set Up Their Workspace

As their supplier, you can help configure:

• Project statuses and templates
• Task lists and task templates
• Channels and platforms
• Categories and organization settings

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Managing Multiple Clients

View All Clients

• Go to Organization Manager → Clients
• See all client organizations you’ve invited
• View status (pending invitation, active)

Switch Between Clients

On pages where you can view projects you’ll find a quick organization switcher to move between:

• Your own organization
• Each Client Organization

Cross-Client Visibility

Use the Project Overview screen to see all your projects across all client organizations in one view.

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The Supplier-Client Relationship

How It Works

• You (Supplier): Your agency or team that provides services
• Client: The business you’re producing content for
• Relationship: Established the moment you add them

What Clients Control

• Their own account, where they can manage projects
• Who else they invite to their organization
• Final approval on their content

What You Control

• Your team’s assignments to their projects
• Your own organization’s settings and team

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Tips and Best Practices

For Onboarding

• Send a personal note - If you’re an agency and you’re going to invite clients to Clipflow, it’s a good idea to let them know in advance that they’ll be receiving the invite and what to expect and how to work with your team in Clipflow.
• Follow up - If a client hasn’t accepted within a few days, reach out directly. The invitation email might have gone to spam.
• Offer a walkthrough - Some clients appreciate a quick call to show them around once they’ve joined.

For Managing Clients

• Standardize workflows - Use your own status workflow and project templates so all clients get your proven processes.
• Keep projects organized - Use consistent naming conventions across client projects.
• Review workload across clients - Use Team Workload to see your team’s capacity across all client work.

For Growing Your Client Base

• Invite early - Bring clients into Clipflow as soon as you start working together. You can manage as many client organizations as you need.

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Frequently Asked Questions

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Related articles

• Client Portals: a standing client view without an account
• Share Links and External Feedback: one-off review links
• Plans and Billing: which roles use a seat