[See what's new in the Kick Changelog](/content/changelog/index.html)

For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). This page is also available as [Markdown](https://docs.kick.co/accountants/setting-up/invite-your-clients.md).

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

### 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.

### 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

### FAQs

**Can clients see other clients' data?**  
No. Clients only see the workspace or entities they've been granted access to.

**Can I invite multiple people from the same company?**  
Yes. You can add multiple team members to a client workspace — for example, the business owner and their office manager, at no additional cost.

**What if my client is already on Kick?**  
You can still invite them using the steps above. They'll sign in with their existing account and see the workspace you've shared.

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

**How is this different from adding team to my organization?**  
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](https://docs.kick.co/accountants/start-here/set-up-your-firm/invite-your-team).