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 the process works.
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.
Need additional assistance? Contact support.