Invite a client
How an advisor invites a client into a workspace with a personal link, what the client receives and sees, which role to give and how to renew a link or remove a person.
A client joins a workspace through a personal link. It signs her in without a password, and from then on she sees what her role allows. You invite, renew links and remove people on the Team page of the workspace.
Invite a person#
- Open the client workspace. Then open Team: on the web and on the Mac in the profile menu, in the block of this workspace; on the iPhone through your name at the foot of the menu (captioned Settings), in the section of this workspace; in a phone browser through the ••• menu.
- Select + Person (on the iPhone the round +). On the Mac and the iPhone an empty page also has an Invite button.
- Fill in Name, E-mail and, if you like, Function and Salutation. Under Form of address choose how you address her in your own messages. Agents address the client side formally ("Sie" in German).
- Choose a role (see below).
- Keep Send the link by e-mail right away ticked if the mail should go out, then select Invite.
The person appears in the list as invited, and as here since a date once she has opened the link. On the web the form offers all three roles. On the Mac and the iPhone it offers Full and Read; to name someone Responsible, change the role in the list afterwards.
Whom can I invite?#
People of the client's side, into a client workspace. An internal workspace has no client side until you open it for one (see below). Colleagues of your own organisation are not clients. You add them to the workspace on the same page with Add a colleague …. If the person already works elsewhere in ARVEMO (for example in another advisor's workspace or as a colleague in an organisation), you see no link: she gets a sign-in link by mail to her own address.
What does she receive and see first?#
If you sent the mail, she gets a message that you have invited her to the workspace, with her personal link. The link is valid for 30 days by default and only for her. Opening it signs her straight in. On the web she first sees a short welcome (your name, her team, how she is addressed and her language), then Today.
Invite without a mail#
Clear Send the link by e-mail right away, or invite where mail is not available. After Invite a card shows the link. Select Copy and send it yourself, by mail or messenger. By e-mail on the card sends it from ARVEMO later.
The link expired or got lost#
Open the person's row on the Team page and select New link (on the Mac and iPhone in the ••• menu of the row). The old link stops working at once. She can also enter her address on the sign-in page and get a new mail. How long new links last is set in the template for client workspaces.
What do the roles mean?#
| Role | What the person sees and does |
|---|---|
| Responsible | Sees everything that is not internal, including the fee; proposes. Where your organisation uses the rule Proposals of the client side, she decides first and passes on her team's proposals to you. What the agents write is approved only on your side. |
| Full | Sees everything that is not internal; proposes. |
| Read | Only looks: sees goals, decisions that have been made and released deliverables. |
Roles apply to one workspace only. You can change a role at any time in the list. The full table of what each role sees is in Workspaces and roles.
Can her colleagues join?#
Yes. A person with the role Responsible also sees Team and can invite her own people. Later changes of roles, new links and removal stay with you; the role she gives when she invites is hers to choose, so check the list now and then. Client people do not count as seats of your organisation.
What stays hidden until I approve it?#
What the agents write is a proposal. It reaches the client side only after a person on your side approves it (see Approvals). Material marked as internal stays on your side.
Remove someone#
Select Remove in the row. The person's access ends at once and you can invite her again. On the Mac and the iPhone ARVEMO asks once first.
Open an internal workspace for a client#
- Mark internal material as internal first. Everything else in the workspace becomes visible to the client once she is invited.
- Open Team. The card Open it for a client is there for the lead of the workspace and for owners and admins of your organisation.
- Enter the client's company and select Open for a client.
- Invite the client as described above.
Common questions#
Does the client need a password or an account first?
No. The personal link creates her access. Later she signs in with her e-mail address and a code, see Signing in.
Can I invite without sending a mail?
Yes. Copy the link from the card and send it yourself.
Which role should I give?
Give Responsible to the main contact who decides, Full to people who work along and Read to people who only follow results.