# Invite your Clients

**Before you invite:** Review the available permission levels to choose the right access. See [Roles & Permissions](/accountants/managing-clients/roles-and-permissions.md) for details.

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### Invite a Client

1. Open the client's workspace.
2. Click the **profile icon** or go to **Settings** → **Members**.
3. Click **Add team**.
4. Enter the client's email address.
5. Select the appropriate role.
6. Choose which entities they should access.
7. Click **Send invite**.

The client will receive an email with a link to access their workspace.

{% embed url="<https://www.loom.com/share/77fdc897d7a04d83a53c7d272d8bf862>" %}

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### Update Permissions or Remove Access

To change what a client can see or remove their access:

1. Open the client's workspace.
2. Go to **Settings** → **Members**.
3. Click the **⋯** menu next to the client's name.
4. Select:
   * **Configure permissions** — Change their role or entity access
   * **Remove from workspace** — Revoke their access entirely

{% embed url="<https://www.loom.com/share/6d46b6cc0b604665ab7d147f23cd8b15>" %}

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### FAQs

<details>
<summary><strong>Can clients see other clients' data?</strong></summary>

No. Clients only see the workspace or entities they've been granted access to.

</details>

<details>
<summary><strong>Can I invite multiple people from the same company?</strong></summary>

Yes. You can add multiple team members to a client workspace — for example, the business owner and their office manager, at no additional cost.

</details>

<details>
<summary><strong>What if my client is already on Kick?</strong></summary>

You can still invite them using the steps above. They'll sign in with their existing account and see the workspace you've shared.

</details>

<details>
<summary><strong>How do I resend an invite?</strong></summary>

Go to **Settings** → **Members**, find the person with a pending invite, and click on the three dots (**⋯**) → **Resend invite**.

</details>

<details>
<summary><strong>How is this different from adding team to my organization?</strong></summary>

Clients are invited to their own *workspace* to view their books. Team members are added to your *organization* and can access multiple client workspaces. Learn more in [Invite your Team](/accountants/start-here/set-up-your-firm/invite-your-team.md).

</details>