> ## Documentation Index
> Fetch the complete documentation index at: https://studio.assembly.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Inviting clients

> Three ways to get clients into your portal: one at a time, in bulk, or via direct sign up.

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

## 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.

### 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**.

### 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.

## 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.

<Note>
  If you use the **Full name** field, ensure each value has both a first and last name, otherwise the import cannot be completed.
</Note>

### 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.

### 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.

<Note>
  Due to the nature of a CSV file, commas are **not** supported in field values. If any fields contain commas, remove them or the import will fail.
</Note>

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.

<Warning>
  Bulk import doesn't have to invite clients. Choose **Import only** to bring them in without sending invites, then send invites in waves once everything is set up.
</Warning>

For imports that include custom fields, or to update existing client fields, see [Advanced import](/docs/core-concepts/advanced-import).

## 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.

### 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.

### 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.