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Help CenterJanuary 15, 2026Updated January 15, 20261 min read

How to Invite Clients

Help article: How to Invite Clients.

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Synerdeck Team

Synerdeck Team

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Follow these steps to how to invite clients in Synerdeck.

Before you begin

Make sure you have workspace admin permissions and access to the relevant client or settings area.

Instructions

  1. Sign in to your Synerdeck workspace.
  2. Open Settings or the relevant client record.
  3. Complete the action described in this article.
  4. Confirm the change with a test client view if applicable.

If you cannot complete an action, verify your role permissions or contact your workspace owner.

Troubleshooting

  • Refresh the page and try again.
  • Confirm your subscription includes the feature you need.
  • Email support with screenshots if the issue persists.

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