Being invited to a client
You do not "connect" to a client in Oblifee - the client invites you into their workspace. Once they do, that workspace appears in your Consultant Workbench and in your workspace switcher, and you can work in it with the role they gave you.
How access happens
- The client opens their Team page and adds your email address, choosing a role for you.
- You sign in to Oblifee with that same email address.
- Their workspace now shows up in your Consultant Workbench and your workspace switcher.
- You switch into it and work within the permissions of your role.
:::note Use the email they invited Access is tied to the exact email address the client added. Sign in with that address - if you use a different one, the workspace will not appear. :::
The role you are given
The role the client picks decides what you can do in their workspace - from viewing the position through to editing data and managing the team. What each role allows is covered in Team & roles.
Ask the client for the role that matches the work:
- Reviewing or reporting on their position - a read-only role is enough.
- Maintaining products, packaging and volumes - you need an editing role.
When you have several clients
Every workspace you are invited into is listed together in the workbench. Moving between them is a single click - see Switching workspaces and Managing clients.
Where to go next
- Consultant Workbench - your portfolio at a glance.
- Team & roles - what each role can do.
- Switching workspaces - moving between workspaces.