Talk to clients without giving them your workspace
A client can join a private channel from their portal sign-in and see only that channel. Another business on KudiBooks can share a channel with you and choose who from their side comes in.
Free to use. No card needed.
northfield-schools
Private · 3 people- NNgoziZuri Foods
- TTundeZuri Foods
- IIbrahim K.Northfield SchoolsGuest
Ibrahim 2:05 pm
Can we move Thursday’s review to 11?
Illustration with sample data.
How it works
- 1
Choose the people
Pick a client contact who already has portal access, or send another business an invitation code.
- 2
They join a single channel
A guest reaches only the channels opened to them. They cannot browse the rest of your chat.
- 3
Work in the open
Share files, answer questions and keep the thread with the project, instead of in a personal inbox.
What you get
- Client guests
- Guests sign in through the client portal, the same way they see their projects and invoices.
- Marked as guests
- Everyone in the channel can see who is a guest.
- Shared channels
- Two businesses can share one channel. Each business decides which of its people join.
- Your side stays yours
- An owner or admin of the other business has no power over the rest of your chat.
- Revoke at any time
- Remove a guest, or stop sharing a channel, and access ends.
- Off until you switch it on
- Guests need to be allowed for the workspace in chat settings and then for the channel. Sharing with other businesses has its own switch. Owners and admins control both.
Common questions
Can a guest see other clients’ channels?
No. A guest sees only the channels they were added to.
Does the client need a new account?
No. They use their client portal login.
Do guests count towards my team limit?
No. They are clients, not team members.
Related features
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