Invite client users

1. Invite someone

1. Click Manage and choose a business of the client.
2. Open Visible to the client.
3. Go to Who may view this?
4. Fill in the First name (optional) and the email address.
5. Click Invite.

You see Invitation sent to and the email address. The address is listed with the status Invited. Once the person has signed in, the status changes to Active.

Access applies to the client, so to all businesses in that client group. You invite someone once per client, not per business.
Only the owner and admins can invite client users. Staff members cannot.

2. What the invitee receives

• New to Metrara: an email with a button to set a password. After that they sign in with their email address and that password.
• Already has a Metrara login: an email saying they have access to the dashboard. They sign in with their existing password.

An email address that already belongs to an account, for example one of your team members, cannot be invited. You then see This email address is already linked to an account.

3. Seats

Each client includes 1 free seat, in every plan. The counter next to the client name shows how many are in use, for example 1 of 1 seat.

When all seats are in use, you see All seats for this client are in use. To add someone:

1. Click Extra seat (€ 3/mo excl. VAT).
2. Confirm.

With an active subscription the seat opens right away and you can invite someone. From the next period € 3 per month is added to your subscription. Without an active subscription, for example during your trial, this becomes a request. Nothing is charged and we get back to you.

You can also buy a seat under Settings, Subscription and credits:

1. Go to Add-ons, row Extra client viewer.
2. Choose the client under Pick a client.
3. Click Buy viewer and confirm.

An extra client viewer costs € 3 per month or € 36 per year, excluding VAT.

4. Remove access

Click Remove next to the email address. Access stops right away and you see Access removed. The seat is free again for someone else.

5. What a client user can and cannot do

A client user can:

• see Home with the businesses of their own client;
• view the tabs you made visible, read-only. See Choose what your client sees;
• work with you in Tasks, the SEO Worklist and Campaigns, when those tabs are visible;
• connect their own sources under Connections, without sharing their login with you;
• read the reports you shared under Reports;
• run actions such as blogs and ads, only if you turned this on;
• ask Metri what a figure means.

A client user cannot:

• open Manage or change settings of a business;
• see other clients or your own businesses;
• see agency tools such as Profit, Clients, Calendar and Planning;
• see opportunities, Google news or connection problems on Home;
• invite or remove other users.