{"id":13480,"date":"2024-01-08T20:30:30","date_gmt":"2024-01-08T20:30:30","guid":{"rendered":"https:\/\/www.help.dailyfy.co\/categories\/dailyspace\/team\/how-do-i-add-a-client-to-my-workspace\/"},"modified":"2025-02-21T17:31:37","modified_gmt":"2025-02-21T17:31:37","slug":"how-do-i-add-a-client-to-my-workspace","status":"publish","type":"docs","link":"https:\/\/help.dailyfy.co\/en\/categories\/dailyspace\/team\/how-do-i-add-a-client-to-my-workspace\/","title":{"rendered":"How do I add a client to my workspace?"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"13480\" class=\"elementor elementor-13480 elementor-10717\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d26fe49 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d26fe49\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-66470b1\" data-id=\"66470b1\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d1ba88d elementor-widget elementor-widget-heading\" data-id=\"d1ba88d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.14.0 - 26-06-2023 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h2 class=\"elementor-heading-title elementor-size-default\">What is a \"Customer\" member type?<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f285e19 elementor-widget elementor-widget-text-editor\" data-id=\"f285e19\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.14.0 - 26-06-2023 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>On Dailyfy, you have two types of members: customer or team member. Choosing one or the other will impact your organization and workspace. <\/p>\n<p>A customer will not have access to all features such as internal notes and internal content. A handy feature, if you don&#8217;t want to share posts in progress or draft posts with your client. <\/p>\n<p>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. <\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-014af82 elementor-widget elementor-widget-heading\" data-id=\"014af82\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Steps to add a customer to my Dailyspace<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-48dbda2 elementor-widget elementor-widget-text-editor\" data-id=\"48dbda2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>If you are an administrator or owner of your Dailyspace then you will be able to manage the members of your DailyTeam.<\/p>\n<p>To add a &#8220;Client&#8221; member to your workspace, you must:<\/p>\n<ol>\n<li>be in your Dailyspace<\/li>\n<li>Click on Configure (bottom left corner of the menu)<\/li>\n<li>click on Team<\/li>\n<li>then on &#8220;Invite members to Dailyspace&#8221;<\/li>\n<li>Indicate your email address<\/li>\n<li>Assign it a role among our 5 proposals: View, Approve, Edit, Publish and Administer<\/li>\n<li>Assign it as a member type: Customer.<\/li>\n<li>Click on the &#8220;send invitation&#8221; button.<\/li>\n<\/ol>\n<p>Your member will then receive an email from Dailyfy, inviting them to create an account (if they don&#8217;t already have one) or simply log in to their account (the email must be the same as indicated above).<\/p>\n<p>Once connected, they will then find their new workspace in the &#8220;Shared Dailyspace&#8221; section.<\/p>\n<p>You can then manage rights, notifications and even <a href=\"https:\/\/www.help.dailyfy.co\/categories\/dailyspace\/equipe-10225\/comment-supprimer-un-membre-10726\/\">remove a member from your Dailyspace<\/a>.<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>What is a &#8220;Customer&#8221; 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&#8217;t want to share posts [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":13471,"menu_order":27,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"doc_badge":[],"class_list":["post-13480","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/help.dailyfy.co\/en\/wp-json\/wp\/v2\/docs\/13480","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.dailyfy.co\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.dailyfy.co\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.dailyfy.co\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.dailyfy.co\/en\/wp-json\/wp\/v2\/comments?post=13480"}],"version-history":[{"count":1,"href":"https:\/\/help.dailyfy.co\/en\/wp-json\/wp\/v2\/docs\/13480\/revisions"}],"predecessor-version":[{"id":13481,"href":"https:\/\/help.dailyfy.co\/en\/wp-json\/wp\/v2\/docs\/13480\/revisions\/13481"}],"up":[{"embeddable":true,"href":"https:\/\/help.dailyfy.co\/en\/wp-json\/wp\/v2\/docs\/13471"}],"wp:attachment":[{"href":"https:\/\/help.dailyfy.co\/en\/wp-json\/wp\/v2\/media?parent=13480"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.dailyfy.co\/en\/wp-json\/wp\/v2\/doc_tag?post=13480"},{"taxonomy":"doc_badge","embeddable":true,"href":"https:\/\/help.dailyfy.co\/en\/wp-json\/wp\/v2\/doc_badge?post=13480"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}