For Agencies
How do I invite clients to manage their own signatures?
Inviting a client gives them a login to their own workspace, so they can maintain their team's signatures without coming through you for every change. It is optional. Signatures are generated and installed whether or not the client ever logs in, so invite a client only when you want them doing some of the work themselves.
The decision that matters is which role you give them. A client invited as a Manager can run their own templates, groups, and teammates. A client invited as a Teammate can only edit their own details and copy their own signature. Pick before you send, because the role shapes what they see the moment they accept.
Before you start
| Requirement | Where it lives | Notes |
|---|---|---|
| The client's workspace exists | Workspace switcher | Create it first if it does not |
| Signatures allocated to that workspace | Account page | A workspace at its limit produces no signatures to hand over |
| Owner or Manager role in that workspace | The workspace | Teammates cannot invite anyone |
| The client added under TEAMMATES | That workspace | The invite is sent from their row, so the record exists first |
| A group assigned to them | GROUPS | The invite cannot be sent without one |
The group requirement is the one that catches people out. A group is what links a person to a template, so without it there is no signature behind the login, and the invite will not send.
How to invite a client
- Switch to the client's workspace first. This is the step most people skip, and it is the expensive one: an invite sent from the wrong workspace gives your client access to another client's tenant. The switcher at the bottom of the left sidebar always shows which workspace is active.
- Go to TEAMMATES and add the client if they are not already listed. Use the email address they will actually sign in with.
- Assign them to a group. Without one the invite cannot be sent.
- Open the row actions on their row and choose Send Invite.
- Set the role. Choose Manager for a client who will run their own templates and team, or Teammate for a client who should only manage their own signature.
- Check the invite status. TEAMMATES shows who is still pending, so you can follow up.
What the client sees
They receive an email with a join link, set up a login, and land in their own workspace only. They never see your other clients, and they never see the Account page, which stays with you as the Owner. That means a client cannot change their own signature limit, so capacity stays under your control even when you hand over day to day management.
A client invited as a Manager can open TEMPLATES, GROUPS, and TEAMMATES for their workspace. A client invited as a Teammate sees only their own details and MY SIGNATURES.
Common issues and fixes
| Issue | Cause | Fix |
|---|---|---|
| The invite will not send | The person has no group assigned | Assign them to a group, then send again |
| The client landed in the wrong workspace | The invite was sent while another workspace was active | Remove them from that workspace, switch to the correct one, invite again |
| The client cannot edit templates | They were invited as a Teammate | Change their role to Manager |
| The client cannot see the Account page | Only the Owner reaches Account | Adjust their signature limit on their behalf |
| The invite never arrived | Wrong address, or it went to spam | Check the address on the teammate record and send again |
Related articles
- What roles are available for teammates in the agency plan covers what each role can and cannot do.
- How to invite a teammate covers the general invite flow in more detail.
- Can I manage multiple client workspaces covers creating the workspace you are inviting into.
- What is the agency plan in SyncSignature explains the signature pool behind each workspace.
Still stuck? Email support@syncsignature.com and include the client workspace name and the email address you invited.