Client access and invitations
Invite your team and your clients, understand the roles, and know what a client sees and doesn't see.
Klickbee SEO opens by invitation. You can invite someone to a whole workspace (your team) or to a single site (a client, a contractor).
Roles
In a workspace (the team, who sees all the workspace's sites):
| Role | What they can do |
|---|---|
| Propriétaire (Owner) | Everything, like an Administrator. This is the person who received the workspace. |
| Administrateur (Administrator) | Add sites; connect Google, Bing, HubSpot and Klickbee Tracking and choose the properties; configure sites; run checks; invite members, administrators and clients. |
| Membre (Member) | Read everything, run paid checks (within the plan's limits), use the AI assistant. No settings or connections. |
On a site (direct access, to this site only):
| Role | What they can do |
|---|---|
| Administrateur (Administrator) | Work on this site like the team and configure it, invite administrators and clients to this site. They don't connect accounts and never see the workspace's Google properties. |
| Client | A reduced, read-only view. They can invite other clients to their sites. |
If a person has both workspace access and direct access, the higher role applies: an invitation never reduces access.
Invite your team
Go to Réglages › Espaces (Settings › Workspaces) and open your workspace.
In Membres de l'espace (Workspace members), under Inviter quelqu'un (Invite someone), enter the Adresse e-mail (Email address), choose the Rôle (Role — Administrateur or Membre), then click Inviter (Invite).
Workspace members count toward your plan's number of members.
Invite a client to a site
Open the site, then Réglages (Settings). The Accès (Access) section lists the people who have access to the site and pending invitations.
Under Inviter quelqu'un, enter the Adresse e-mail, choose the Client role (or Administrateur for working access to this site only), then click Inviter.
Clients do not count toward your plan's number of members: they don't trigger any spending.
The invitation
The person receives an email with a link. If the email couldn't be sent, Klickbee SEO shows the link: click Copier le lien (Copy the link) and send it yourself.
- The link is valid for 14 days.
- Invitations en attente (Pending invitations) show their expiry date; Annuler l'invitation (Cancel the invitation) makes the link unusable.
- Retirer (Remove) removes a person's access.
- The invitation is tied to an address: it must be accepted with the account for that email address. If the person doesn't have an account, they create it when accepting.
What a client sees
A client lands on their site's Récap (Summary): Google clicks, impressions, estimated traffic value, indexed pages, top keywords and actions in progress. They also see:
- the Cockpit and the health score;
- Mots-clés et pages (Keywords and pages) and their rankings;
- Visibilité IA (AI visibility);
- Search Console et GA4 (Search Console and GA4 — including the Pages tab and probed pages) and Business;
- Indexation (Indexing), Technique (Technical) and Backlinks;
- the Actions réalisées (Completed actions), with their quantified review.
They do not see:
- costs, usage, settings and connections;
- the Concurrence (Competition) page, disavow and tracked links;
- the Demander à l'IA (Ask AI) assistant and the analyses written by the AI for the team;
- the buttons that start a check or a sync;
- prepared or suggested actions, and the internal content of actions (notes, hypothesis, cost, author). Actions in progress appear with their title and status only: keep your titles presentable;
- how sites are organized into folders.
This filtering happens on the server: unauthorized information is never sent to the client's browser.
AI visibility
By default, a client sees "Question n° …" (Question no. …) rather than the text of the questions asked to the AI tools. Check Visible du client (Visible to client) on a question to show them its text. If the question seems to name a competitor, Klickbee SEO asks you to confirm.
A client who invites other clients
In their site's menu, a client has an Inviter (Invite) entry. They can invite other people, always with the Client role and only to their sites. They only see the invitations they sent. The workspace team sees these invitees in the site's Accès section and can remove them.