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Assembly Studio is most useful with a real client in the workspace — the apps you build will scope to specific clients and companies, and many of the AI-generated decisions in your plan depend on having someone to point at. If you only have a test client from the first-app walkthrough, that’s fine to start. Add a real client when you’re ready to use the apps for actual work.

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Create a client

1

Open the Clients section

From your Dashboard sidebar, open Clients. You’ll see your current client list, empty or otherwise.
2

Add a client

Click New Client. Enter the client’s name and email. Optionally, assign them to a company (more on that below).
3

Decide on invite timing

You can save the client without inviting them yet. This is useful if you’re setting up several apps and want to invite the client only once everything is ready.

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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 clients 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 Assembly Studio 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 clients and companies

How scoping works inside your apps

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Bulk import

If you have a lot of clients to bring in, the bulk import flow takes a CSV.

Bulk Import guide

CSV import flow in the Assembly Studio guide

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What clients experience next

Once invited and signed in, your client sees the Portal — your workspace’s branded client view. What’s in it depends on which apps you’ve installed and made visible to clients. The first session is a big deal. Read The client’s first session before you onboard anyone you can’t easily re-onboard later.