Add a client

Add a client when you want to give someone an ongoing portal account, or when you want a place to organize their work even before you share anything with them.

Steps

1. From your workspace, navigate to Clients and click Add Client.

2. Enter their name and email. The email is what they'll use to sign in to your portal, so use the address they actually check.

3. Click Add Client (or Send Invitation, depending on the flow).

The client appears in your list with status Invited. Almox sends them an email titled "You've been invited as a client to {your business name}" with a link to set a password.

What happens next

Once the client clicks the link and sets a password, their status changes to Active. From that point on they can sign in at your portal URL.

Until they accept, you can still work as if they're there, share boards with them, send invoices, set up chats. Anything you do is waiting for them when they sign in.

If you don't want them to set up an account yet

You don't have to invite a client to a portal account before working with them. If all you need is to send a one-off invoice, contract, or form, do that directly, the client gets a link and acts on it without an account. Add them as a portal client later if the relationship turns ongoing.

A small thing your client might miss

The invitation email expires after a window. If your client takes too long to act on it, they'll see "link expired" when they finally click. Tell them to come back to you and you'll resend, it's a one-click thing from your Clients list.

Removing or re-adding

Remove a client from the Clients list to revoke access. To bring them back later, add them again with the same email, they'll get a fresh invitation.