Invite Partners

Let clients view prices and save favourite collections from your embedded content. Learn how to invite a contact as a client user and track their status.

This article covers how to invite clients as users. Client users can view prices and create favourite collections from your embedded content.

Client, guest or Tier2 users, as we like to call them, cannot access the Mimeeq dashboard. They will be redirected to your website based on the redirect URL set in your account settings.

For information about inviting a work colleague (primary user), see Invite a Co Worker, Primary User (Tier1).

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How to invite a client user

1

Open the company

All invites are carried out on the company screen associated with the contact.

1. Open the contact you want to invite.

2. From the contact, click the company.

Alternatively, navigate to the company directly.

2

Send the invite

1. Click Invite beside the contact's name. This opens the Invite modal.

2. Select the language of the user.

3. Click Invite.

After a couple of seconds, the modal closes and the status changes to Invited.

3

Check the invite status

When the user has completed the invite process, the status changes to User.

The status of each user can also be seen in the Contacts list view.

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How the client user registers

1. The users you invite receive an email to sign up.

2. Clicking the link in the email takes them to a sign-up page.

3. They set their password.

4. An email is sent to them to confirm their registration.

5. When they confirm the email, they are signed up.

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Related articles

Invite Team Members

Give colleagues access to the Mimeeq dashboard.

Import & Export

Import or export companies and contacts with CSV files.