How to add a client
Invite a client to Bripes and get them set up—no technical steps needed.
Goal
You want the right client to access the right place in Bripes, with the right permissions.
You need the client's email address and permission to invite them.
Add the client
Go to the client or invites area
Open Bripes and head to the area where you manage clients or invitations.
Enter the client's email
Add the email address for the person you want to invite.
Send the invite
Choose the option to send the invitation.
Confirm they have access
Check that the client received the invite and can open the right client area.
If it does not work
If the invitation does not go through, check the client's email address, confirm you still have permission to invite them, and try again. If you still have trouble, see the troubleshooting guide for more help.
Next step
Set up the client portal
Continue with the Setup Client Portal guide when you are ready to finish client access.
Last updated 1 day ago
Built with Documentation.AI