---
title: "Manage client access to the workspace"
description: "Learn how to invite clients to a workspace, manage their permissions, and control what they can see and do."
url: https://support.hubflo.com/en/articles/11101377-manage-client-access-to-the-workspace
collection: "Workspaces"
updated: 2026-11-04
language: en
alternates: [fr]
---

# Manage client access to the workspace

Learn how to invite clients to a workspace, manage their permissions, and control what they can see and do.

Your client portal serves as the main entrance, while workspaces are the dedicated spaces inside where everything for that client is housed. Inside a workspace, clients can access:

-   Tasks & Projects
    
-   Files
    
-   Chatrooms
    
-   Proposals and invoices
    
-   Forms
    
-   Smartdocs
    

You can i[nvite clients who are already in your Directory](https://support.hubflo.com/en/articles/11385656-getting-started-with-the-hubflo-directory.md), or create a new contact on the spot while inviting them.

## Invite clients to workspaces

### Option 1: Invite them directly

1.  Go to Workspaces and select the workspace you've created for your client.
    
2.  Click **Invite client** in the top-right corner.
    
3.  Select **Add existing client** to choose someone already in your Directory, or **Create & invite** to add their contact details and send the invitation in a single step.
    
4.  Hubflo sends an email containing a secure access link.
    

Once the client clicks the link and creates a password, they gain access immediately. Hubflo keeps them signed in for 90 days so they won't need to log in repeatedly.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133228_6814.png)

### Option 2: Turn on self-signup

For high-volume client onboarding, self-signup allows clients to register directly without waiting for a manual invite. When a client signs up, Hubflo automatically [generates a contact record in your Directory.](https://support.hubflo.com/en/articles/11385656-getting-started-with-the-hubflo-directory.md)

**To enable it:**

1.  Go to **Settings > Authentication & SSO**.
    
2.  Toggle on **Allow clients to sign up without being invited**.
    

This displays a **Sign Up** button on your public portal page.

![Ledger & Bloom client portal landing screen with a yellow arrow pointing to the highlighted Sign up button beside Log in. Visible: CLIENT PORTAL, Ledger & Bloom, Log in, Sign up.](https://staticfiles.gleap.io/ghelparticle/IJh8wPTpXhDAxH6zv1I3C6dBek4O1JBw6uF4oNN89x6YNt5OtKFNh8KFytKzP1C19I3bB2S1eNr.png)

## Manage client access to the workspace

Once a client has workspace access, what they can see and do depends on their assigned permissions. Permissions can be set at two levels:

-   **Per contact:** Open the workspace, click the client's initials in the top-right corner, and select **Manage permissions**. From here, adjust access to chatrooms, tasks, and folders, or revoke workspace access entirely.
    
    ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133229_3180.gif)
    
-   **Globally for all contacts:** Go to **Settings > Client permissions** to define default access rights (such as task and folder visibility) across every workspace. [Learn more about global permissions.](https://support.hubflo.com/en/articles/14176346-set-up-your-client-portal.md#h_ea2babb542)
    

> **Warning:** **Note:** To customize how tasks, folders, and project stages appear to clients, go to **Settings > Appearance**. Curious what this looks like from their perspective? See our guide on [What clients see in their portal →](https://support.hubflo.com/en/articles/11101290-what-do-clients-see-in-their-portal.md)

## Viewing all clients across workspaces

Click **Manage clients** from the workspace header to monitor your directory at a glance:

-   Who has accepted their invitation
    
-   When invitations were sent or resent
    
-   Contact ownership
    
-   Associated workspaces for each client
    

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133228_8800.gif)

## Troubleshooting: Client didn't receive their invite email?

If a client has not received their portal invite, use the following steps to troubleshoot:

### 1\. Check spam, junk, or promotional folders

Ask the client to check spam, junk, or corporate promotional filters for an email from Hubflo.

### 2\. Copy and share the direct invitation link manually

Bypass email delivery entirely by sending the client their direct link over chat, email, or SMS:

1.  Open the workspace.
    
2.  Click the client's initials in the top-right corner > **Manage permissions**.
    
3.  Select the **Invited clients** tab.
    
4.  Click **Copy invitation link** next to their name and send it directly to them.
    

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133228_0041.gif)

### 3\. Share your general portal link

If the client has already created an account or self-signup is active:

-   Go to **Workspaces** > click the gear icon ⚙ > **Copy my portal link**.
    

![The portal settings menu is open with “Copy my portal link” highlighted; the top bar shows Manage clients and a settings icon. Visible: Manage clients, Import, General settings/Domain, Copy my portal link, Resource center.](https://staticfiles.gleap.io/ghelparticle/DLb1DhwJ6gzVG7C58cCizAFl956OR6ew2whmDBm7mR9BCUTT2MskQ8LZkzOhHGS8KYGUjJcvscl.png)

> **Info:** **Still having trouble?** Reach out to support via in-app chat or email with the client's email address, and we can inspect delivery logs.

## Remove a client from a workspace

To revoke access:

1.  Open the workspace.
    
2.  Click the client's initials in the top-right corner.
    
3.  Click **Remove access to workspace**.
    

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133228_7062.png)

> **Error:** **Important:** Removing a client immediately revokes their access to all files, chat messages, tasks, and project history in that workspace.

## What's next?

-   [Getting the most out of workspaces →](https://support.hubflo.com/en/articles/14478051-getting-the-most-out-of-workspaces.md)
    
-   [What clients see in their portal →](https://support.hubflo.com/en/articles/11101290-what-do-clients-see-in-their-portal.md)