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Add clients to your Workspace CRM to give them access to your branded platform where they can create and manage their own websites.
Requires Elite or Reseller plan.
1

Open Workspace CRM

Click CRM in the sidebar to open the client management panel.
2

Click Add Client

Click the Add Client button at the top of the client list.
3

Enter client information

Fill in the form:
  • Name (required) — Client’s full name
  • Email (required) — Client’s email address
  • Company (optional) — Client’s company name
4

Save the client

Click Save or Add Client. The client receives an email invitation to join your workspace.

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Client Onboarding Flow

After you add a client:
  1. Client receives an email invitation
  2. Client clicks the link and creates an account (or logs in if they already have one)
  3. Client accesses your branded workspace
  4. Client can create websites within their limits

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Configure Client Access

After adding, set up their permissions: Website Limit — How many websites can they create? Set this in the client details. Credit Allocation — How many AI credits per month? You can set a recurring monthly amount or add one-time credits. Agentic Mode — Should they have access to AI editing features? Toggle this on or off per client.

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Tips

  • Use work emails — Avoid personal emails for business clients
  • Add company name — Helps with organization and filtering
  • Set limits immediately — Configure limits before the client starts creating

Set Website Limit

Control how many sites clients can create

Allocate Credits

Give clients AI credits