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Clientele Space
Help center Working with clients

Working with clients

Create, organise, and collaborate around your client relationships in Clientele Space.

Everything you need to bring clients into your Spaces and collaborate with them.

Clientele Space help center.
Home

Getting started

Overview Create your account Accept a space invitation

Working with clients

Overview Invite a client to a Space

Uploading and organizing files

Overview Upload files Folder structure File versions

Feedback and approvals

Overview Leave feedback Request approval Track approvals

Sharing and permissions

Overview Share a link Permission levels Restrict access

Billing and account

Overview Manage your subscription Update payment details Download invoices

Troubleshooting

Overview Can't sign in Files not uploading Notification issues