Clients are external users who can access selected resources inside your workspace.
Below, you’ll find the available ways to create a client and how to manage them and their access.
How to Create a Client
There are four ways to create a client in Kitchen, depending on where you are in your workspace. Here you’ll find each option explained step by step.
Option 1: From the Clients Section
To create a client from the main Clients area:
Go to Clients in the left navigation.
Click the button Create Client.
Enter the client’s Full Name and Email Address.
If needed, select More Details to configure additional optional settings:
Display Name
Company Name
Job Title
Portal Language
Initial Email Notification preference (Everything, Messages and mentions, Nothing)
Password
If no password is set, the client can log in using a Magic Code - a one-time 6-digit code sent to their email. They can later set a password from their profile if preferred.
If the Send Notification option is enabled, the client will receive an email invitation to your portal. You can include a custom message if needed. If disabled, the invitation can be resent at any time.
After selecting Send Invite, the client will appear in your Clients list.
Selecting a client from the list opens their profile, where you can manage their settings and access.
Option 2: From the “+” Button in the Sidebar
If you're working elsewhere in the workspace:
Click the + button at the top of the sidebar.
Select Client.
This opens the same client creation window described above.
After completing the details and selecting Send Invite, the client will be added to your Clients list.
Option 3: From the Quick Access Buttons on the Home Page
You can also add a client from the quick access buttons at the bottom of the Home Page.
Clicking Client opens the same client creation window as in the options above, where you can follow the same steps to create the client account.
Option 4: While Sharing a Resource
A client account can also be created directly from within a resource.
Open any resource.
Click the Share button (top right corner).
Select Create Client Account at the bottom of the modal window.
This opens the client creation window with an additional option to assign a role for that specific resource.
After selecting Send Invite, the client account is created and access to the resource is granted immediately. The client will also appear in the Clients section.
Managing Client Settings
To access a client’s profile:
Go to Clients in the navigation.
Select the client’s name. (The search bar can be used if needed.)
Each client profile contains four tabs: Profile, Billing Details, Notifications, and Resources.
Profile
The Profile tab allows you to:
View or update contact information
Add custom fields for storing additional information
Set the portal interface language for this client
Set or update their password
Review login activity (access locations)
Delete the client account
Under the client’s avatar, two additional options are available:
Impersonate - Opens a new tab where you can view the workspace as the client sees it.
Resend Invitation - Sends the workspace invitation email again.
Important
Deleting a client permanently removes their account and any data or resources created by them. This action cannot be undone.
Billing Details
The Billing Details tab allows you to enter or update the client’s financial details.
This information is used when generating invoices.
Notifications
Notification preferences can be adjusted per client.
Three notification types are available:
Email - Sent to the client’s email address
Push - Appear on a client’s desktop, if they’ve allowed browser notifications
Inbox - Notifications shown in the client’s in-app Inbox
Resources
The Resources tab displays all resources the client has access to, organized by category.
Sharing Resources with Clients
Once a client account exists, access can be granted to specific resources.
Before sharing, ensure the resource’s General Access setting is configured as Shared with Clients.
To grant access:
Open the resource.
Click the Share button.
In the “Add members or clients” field at the top of the modal window, enter the client’s name or email.
Select the client from the search results.
After selection, you can:
Assign this client a role for the resource
Add additional clients (if needed)
If an email notification should be sent, enable the Send notification option and include a custom message if desired.
Select Save or Send Invite, depending on whether a notification is being sent.
Access can always be reviewed by checking the avatars next to the Share button or reopening the Share window.
Important
Adding a client to a folder automatically grants access to all child resources inside it that are set to “Shared with Clients.”
Each new resource created inside, that is set to 'Shared with clients', will be automatically shared with them.
Changing a Client’s Role in a Resource
To update a client’s role:
Click the Share button.
Select the current role displayed next to the client’s name.
Choose a new role from the dropdown menu.
Resending a Resource Invitation
To resend an invitation for a specific resource:
Click the Share button.
Select the client’s current role.
Choose Resend Invitation.
Removing a Client’s Access
To remove a client from a resource:
Click the Share button.
Select the client’s current role.
Choose Remove Access.
Important
If performed from a folder, the client will be removed from the folder and all applicable child resources within it.
Need additional assistance? Contact support.