How do I add a client to my workspace?
What is a "Customer" member type?
On Dailyfy, you have two types of members: customer or team member. Choosing one or the other will impact your organization and workspace.
A customer will not have access to all features such as internal notes and internal content. A handy feature, if you don’t want to share posts in progress or draft posts with your client.
The team member is rather used by the communication or social media agency. You can also assign this type of member to your superiors (CEO or others) so that they can only access the finalized content.
Steps to add a customer to my Dailyspace
If you are an administrator or owner of your Dailyspace then you will be able to manage the members of your DailyTeam.
To add a “Client” member to your workspace, you must:
- be in your Dailyspace
- Click on Configure (bottom left corner of the menu)
- click on Team
- then on “Invite members to Dailyspace”
- Indicate your email address
- Assign it a role among our 5 proposals: View, Approve, Edit, Publish and Administer
- Assign it as a member type: Customer.
- Click on the “send invitation” button.
Your member will then receive an email from Dailyfy, inviting them to create an account (if they don’t already have one) or simply log in to their account (the email must be the same as indicated above).
Once connected, they will then find their new workspace in the “Shared Dailyspace” section.
You can then manage rights, notifications and even remove a member from your Dailyspace.
