How do I give a client access to their workspace?

Under Settings → Agency & White Label, on the client's company, with “Invite client”. The client joins as a guest with the profile “Client (Funnels)”: they see pages and the CRM read-only and nothing else. Only an owner or admin of that company can do this.

1. 01Create a separate company for each client. It then appears under “Client workspaces”.
2. 02On the company, open “Invite client” and enter the address under “Client's email”.
3. 03Peak sends the invitation by email. If that isn't possible, it shows you the link to pass on.
4. 04If the person is already in the company, change their access under Members & teams.