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Assembly is most useful with your real clients in the workspace. The apps you add scope to specific contacts and companies, and many of the app builder’s decisions depend on having someone to point at. You’ve already got a test client from previewing the client experience. Add your real clients when you’re ready to use the apps for actual work.
Adding a client doesn’t send an invite by itself. But new workspaces do email clients who aren’t invited yet when you send them something, like an invoice, a contract, or a file. To keep setup quiet, turn off Send emails to clients that are not invited under Settings → Client notifications until you’re ready. See Client notifications.

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Add clients

Add contacts is one of the steps the Getting started checklist unlocks after your first app. Clicking it opens your CRM with two options. You can also do either from the CRM at any time.
Click Add a contact, then enter the contact’s name and email. Optionally, assign them to a company (more on that below).
Not ready yet? Click Do this later to check off the step. You can add clients from the CRM whenever you like.

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Invite them

When you’re ready, send the invite. Clients receive an email with a sign-in link and set their own password.
The default. The client gets a sign-up email branded with your workspace.

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Companies, briefly

Companies group multiple contacts together. If two people from the same firm are both your clients, you can put them under one company and share data at that level — invoices, messages, project trackers, anything the app builder builds against companies. When to use companies:
  • Your clients are B2B and multiple stakeholders work at the same customer
  • You want one app instance shared across a customer team
When to skip them:
  • Your clients are individuals
  • Each client gets their own data and shouldn’t see anyone else’s
You can enable companies in your workspace settings if they aren’t already on.

More on contacts and companies

How scoping works inside your apps

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What clients experience next

Once invited and signed in, your client sees your client experience, branded with your workspace. What’s in it depends on which apps are on and visible to clients. The first session is a big deal. Before you invite anyone you can’t easily re-onboard, add your branding with Customizations, then read Test the complete experience and walk the journey yourself.