Working with Clients

title: Working with Clients
description: >-
Create client workspaces and give them controlled access to campaigns and
reports.

Overview

SalesBlink is designed for cold outreach and appointment-scheduling agencies. You can create separate workspaces for each client and give them controlled access to view their campaign performance, leads, and reports.

Prerequisites

• Active SalesBlink account with agency plan

• A workspace created for the client

• Owner or Admin role to add users

How It Works

When you add a client to a workspace:

• The client receives an email invitation

• They can access only the workspace they are invited to

• You control what they can see and do through role-based permissions

• Clients can view their campaign data, leads, and reports in real-time

Add Client to Workspace

Step 1: Switch to the Right Workspace

1. Click the Workspace dropdown in the Top Navbar

2. Select the client's workspace from the list

Step 2: Open Users Section

3. Click on your Profile icon and select My Profile

4. Navigate to Account → Users

Step 3: Click Add User

5. Click the Add User button

Step 4: Enter Client Details

6. Enter the client's information:

• Email Address: Client's email for login

• Role: Select appropriate role (User recommended for clients)

Step 5: Send Invite

7. Click Send Invite

Done! The client will receive an email invitation with their login credentials.

What Clients Can Access

Depending on their role, clients can access the following features:

User Role

• Create and edit their own sequences

• Add and manage leads

• Create templates

• Cannot manage other users or workspace settings

Admin Role (Use with Caution)

• Full access to manage sequences, leads, and users

• Can add or remove other users

Pro Tip

Tip: For most clients, the Client role is sufficient. Reserve Admin roles for clients who need hands-on control.

Manage Client Access

To manage existing client access:

1. Go to Account → Users

2. Find the client in the user list

3. Click on the client to:

• Edit their details

• Change their role

• Remove them from the workspace

Updated on: 03/07/2026