Give Your Team and Clients Access

There are two kinds of people you can invite, and they're invited from different places:

• Agency team members are your own staff. They work across your clients from the agency dashboard.
• Client users are people from the client's side. They get access to that one client's account and nothing else.

Managing a regular Carrot account rather than an agency? See Invite & Edit Team Members instead.

Invite an agency team member

Agency owners, admins, and managers can invite team members.

1. Open Team and click Invite Team Member.
2. Enter their Email.
3. In Role, choose:
   • Admin — manages clients, team members, agency settings, and billing. Admins can access every client.
   • Manager — manages clients and team members, without agency settings or billing.
4. For a Manager, under Client Access, leave All Clients checked, or uncheck it and select only the clients they should see.
5. (Optional) If you see CRM access, check Grant CRM seat to let them work in the lead inbox and CRM tools.
6. Click Send Invitation.

You'll see Invitation sent. They're listed on Team as Pending until they accept. To change their role or clients later, click Edit on their row.

Invite a client user

Agency owners and admins can invite client users.

1. Open Clients and click the gear icon on the client's row.
2. Click the People tab, then click Invite client user in Client Users.
3. Enter their Email.
4. In Client role, choose:
   • Admin — manages this account and its team.
   • Manager — day-to-day access, without team or billing controls.
   • None — access only to the sites you grant in the next step.
5. Under Site Roles, choose Admin, Editor, Author, or None for each of the client's sites.
6. Click Send invite.

You'll see Invitation sent., and they appear under Client Users.

Handing the account to the client? If you added the client with Have the client set it up, Carrot opened the invite for you. That first invite is always Admin, because it hands the account to the client to set up: they need Admin to add sites, change settings, and invite their own team.

Frequently asked questions

Who can see which client's sites? Agency admins see every client. Managers see all clients or only the ones selected under Client Access. Client users see only their own account, and a client user with the None role sees only the sites you gave them a role on.

How do I see everyone with access to one client? Open the client's People tab. Agency Team lists your staff with access to that client, and Client Users lists people from the client's side.