Inviting clients

There are three ways to get clients into your workspace. Each fits a different scenario.

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One at a time

The simplest way to add a client is to create them on the Clients page. You can invite a client immediately after creation or delay this step. Clients in a Not invited status won’t receive email notifications, which is useful for initial setup tasks like uploading files or assigning forms.

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Create a client

1. Go to the Clients page.
2. Select New client, then Create client.
3. Fill in the client’s information (companies are optional if enabled).
4. Click Create.

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Invite a client

After creating a client, you’ll see different invitation options depending on your configuration. If magic links are enabled:

• Copy the magic link to share manually
• Email the magic link directly
• Close the modal to invite later

If magic links are disabled:

• Copy the invite link to share manually
• Send an email invite through the system
• Close the modal to invite later

You can also invite clients later from the Clients page if you chose to delay.

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In bulk

If you already have a client list, bulk import brings all of them into Assembly in one pass via a CSV file. Best for migrating from another tool, or a planned launch where you bring in your current clients at once. To import many clients in one step, you need a .csv file that includes the required fields First name, Last name, and Email. You can also use a Full name field instead of separate first and last name fields.

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Export your existing clients

Exporting your client list to a .csv is simple whether you use Google Sheets, HubSpot, or Airtable. Locate the download or export button on your platform and select the .csv format.

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Import your clients

Once you have your .csv with the required fields, you’re ready to import. There is currently a limit of 200 rows per CSV file.

1. Navigate to the CRM page.
2. Click Create, then Import.
3. Upload your CSV file by clicking Choose file or dragging and dropping.
4. You’ll be taken to the Match step.

In the Match step, you’ll see a preview of each field in your .csv. If your field titles match the required fields (First name, Last name, Email), they map automatically and show as Mapped successfully. In the Preview step, click Next in the top-right to review. Check that all fields are matched correctly, then choose Import only or Import and invite in the top-right. If you choose Import and invite, invite emails are automatically sent to all newly imported clients. Once you click either option, you’ll return to your Clients page and see an alert in the bottom-right confirming the import job started. For imports that include custom fields, or to update existing client fields, see Advanced import.

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Client direct sign up

Client direct sign up lets clients create their own accounts. It’s commonly used to add a Sign up button to your marketing website and fully automate onboarding. It works especially well with automations: after a client signs up, you can send them a message, assign an onboarding form, or trigger other automated actions. When enabled, a Sign Up page becomes accessible on your portal, and a “Don’t have an account?” link appears on your Log In page directing users to it.

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Enable client direct sign up

Go to Settings > General and confirm Allow client user direct sign up is enabled. Client direct sign up is enabled by default.

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Add a sign up button to your website

1. From Settings > General, copy the link to your portal Sign Up page. If you plan to connect a custom domain, set that up first since this link updates accordingly.
2. Add a Sign up button to your marketing website’s navbar that links to this URL.