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Manage your team from the Employees page (Enterprise plan). You can invite admins and employees, assign clients, and resend or remove invites.

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Send an invite

1

Open the Employees page

Go to Employees in the sidebar, or the Add Employees step in the setup wizard.
2

Enter their email and role

Type the teammate’s email and choose a role:
  • Employee (read-only) — sees only assigned clients
  • Admin (full access) — full read/write across all clients
3

Assign clients (employees only)

For an employee, select which clients they should have access to. You can pre-assign clients now; access is granted automatically when they accept.
4

Send

Click Add. ClientPlug emails the invite automatically.

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Accepting an invite

The invited person receives an email with a link. When they open it they’ll:
  1. Create their ClientPlug account (or sign in if they already have one).
  2. Join your team in the role you assigned.
  3. Immediately see the clients you pre-assigned (employees) or all clients (admins).

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Managing invites and members

From the Employees page you can:
  • Resend an invite if it wasn’t received
  • Change a member’s role between admin and employee
  • Adjust client assignments for an employee
  • Remove a member, revoking their access
Removing a member immediately revokes their access to your clients and data. They keep their own ClientPlug login, but they’ll no longer see anything from your agency.

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Changing client assignments

Open an employee and update which clients they can access at any time. Changes take effect right away — added clients appear on their dashboard, removed ones disappear. See Employee access.