If you need multiple people in your organization to access your ClientZone account, you can easily invite them as additional users. Each user will have their own login credentials and can be assigned specific permissions — including billing, support, product management, and more.
This guide walks you through the process of adding new users to your account.
✅ Step 1: Log in to ClientZone
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Go to the ClientZone login page.
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Enter your email and password to log in to your main account.
✅ Step 2: Go to User Management
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Once logged in, click on your name or profile icon in the top-right corner.
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From the dropdown menu, select User Management.
✅ Step 3: Invite a New User
- Enter the email address of the person you want to invite.
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Select the permissions you want them to have. You can choose from:
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View & Pay Invoices
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Open & Reply to Support Tickets
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Manage Products & Services
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View & Edit Account Details
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Place New Orders
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Click Send Invite.
The invited user will receive an email with instructions to create their own password and activate their access.
✅ Step 4: Managing Users
Once a user accepts the invitation, they’ll appear in your User Management list. From here, you can:
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Modify their permissions
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Remove access
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Resend invitations if needed
Each User Must Enable Their Own 2FA
Each additional user must set up Two-Factor Authentication (2FA) on their own login to enhance account security. From 1 July 2025 2FA will be mandatory. Learn how to enable 2FA here.
