Agencies

Invite a client as a guest

Let a client add ideas to their own boards for free on Agency Lite or Agency, without seeing your chats or other clients.

·1 min read

In Settings → Agency, find the client's card. Under Client guests, pick the boards, type the Client's email, and click Invite guest. Guests are free on Agency Lite and Agency.

Invite a guest

  1. 01

    Pick the boards

    Choose the boards the client should see, like their Research board.

  2. 02

    Pick what they can do

    Can edit lets them add and change things. Can view is read only.

  3. 03

    Send it

    Type the Client's email and click Invite guest.

What the client sees

  • Only the boards you shared, under Shared with me.
  • No AI chats, no other boards, and none of your other clients.
  • In the Eden phone app, they can save posts to those boards from the share sheet.

Guests don't use a seat. To stop sharing a board, click Remove next to it.

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