Invite clients without an account
A personal link per client and project. No account, no password.
About 2 minutes · 5 steps · Clients and team
Open Guests
Choose the website in the sidebar, then Guests. Only admins and owners manage guests.
Invite the client
Choose Invite guest and enter their name. Their email address is optional: with it, Margin emails them about replies and status changes on their own comments. Margin then shows a personal link for this one project.
Send the link
Send it by email or chat. It opens the website with the widget ready and signs the client in as a guest. There is no account to create and no password to remember.
Know what a guest can do
A guest sees all feedback of that one website, comments and replies anywhere on it, and can resolve or reopen their own comments. Priority, tags and the stages Approved, In progress, In review and Won't do stay with your team. In the widget, All pages lists every request on the website with its stage.
Take a link back whenever you want
Revoke the guest under Guests. The link stops working immediately, including sessions that are already open. Links also expire on their own.
Good to know
- Guests are free and unlimited in every plan, and they never count as members.
- A guest of one website cannot see any other website in your workspace.
Next
- Leave a comment on an elementClick what you mean, and Margin keeps the page, element and device with it.
- Work through feedback and resolve commentsTo do, Approved for agent, In progress, In review, Resolved, Won't do, and who may move a comment where.
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