Client Onboarding
Bring a client workspace into your management roster through a delegation grant. New workspaces start at full operational so you can begin setting them up immediately. Existing workspaces require client approval first. Choose the route based on whether the client already uses Glow and who should own signup.
- Use it to
- Create a new client workspace, invite a client to register their own, or request delegated access to an existing workspace
- Find it
- Clients → Invite client (or Clients → Settings → Client access)
- Limits
- Requires Admin role in your practice workspace · Up to 2 years grant duration · Up to 100 selected automations
- Output
- An active delegation grant in your Clients roster (immediately on Create client, or after client acceptance)
- Instead
- Members & Invitations (when adding teammates directly into a single workspace)
This page assumes the client layer is already on your workspace, which is what gives you the console referenced below. If it is unavailable, see Getting Set Up for signup eligibility and the support route, including for freelancers without an account team.
Open Clients and click Invite client (or use Create client / Invite an existing team on the Add your first client starter card before your first active client is added). Once your roster has at least one active client, the Overview, Usage, Health, and Settings tabs appear. Creating a client workspace or requesting delegated access requires an Admin in your practice’s workspace.
Choosing a mode
| Mode | Best for | Client appears in roster | Starting tier and access |
|---|---|---|---|
| Create client | MSPs setting up and operating the workspace directly | Immediately | Full operational grant, plus direct Admin membership |
| Invite by email → New client workspace | Consultants where the client should own signup | When they accept | Full operational grant (fixed 2-year term) |
| Add existing team | Clients with an existing Glow workspace | When they approve | Tier, scope, and duration approved by the client Admin |
Invite by email initially targets your own team. Select New client workspace in Team when onboarding a client; choosing an existing team invites members into that team instead.
Direct Admin membership and delegated access are separate permissions. Neither establishes billing sponsorship or paid capacity. Arrange Sponsorship & Changing Payer separately, and see Invoices & Payment Methods for invoice ownership.
If the person creating the workspace already owns another workspace, an owned workspace must have a current paid prepaid subscription before they can create another. See Plans & Feature Comparison.
Create workspace
Use Create client to create the workspace yourself. Bring in the client’s Admin before connecting their app accounts or arranging billing.
Pick the mode
Choose Create client, fill in Client name, and select Team size. Then click Create client to submit.
It is yours to configure
The workspace appears in your roster immediately with an active full-operational grant. You are also added as an Admin, so you can switch into it and start building without waiting for anyone.
Invite the client’s Admin
Before account setup, invite the client’s lead with the Admin role through Members & Invitations. Have them accept and confirm they can enter the workspace using their own login.
Have the client connect accounts and arrange funding
Ask the client to follow Connecting an App in their workspace. Agree who will own each connection and be available to reconnect it later. Have the client confirm funding with the authorized billing administrator before you run automations. Client Admin membership does not itself give that person authority over a separate sponsor’s finances.
Plan routine handover. Agree who will monitor runs, receive any configured notifications, maintain connections, and manage billing and access. Use the handover checklist before ending routine support. Do not delay urgent access revocation to complete it.
Invite by email
Choose New client workspace in this mode to send a link for the client to create their own workspace. Use it when they should handle signup themselves.
Send the invite
Choose Invite by email, set Team to New client workspace, and enter the client’s address under Emails. Click Send invitation. Each address receives a separate invitation to register a client workspace; use one lead Admin’s address when onboarding one client.
They sign up
The link takes them through signup, and the workspace is created when they accept. New client workspace invitations use fixed full-operational terms with a two-year grant. Neither the sender nor the client chooses a custom tier, scope, or duration in this route. For a custom request, use Add existing team with a workspace the client already has.
They appear in your roster
Until they accept, the invitation stays pending and the workspace does not appear in your active roster. Once accepted, a client Admin can lower the active tier, disable impersonation, or end management in Team settings → Governance.
Add existing team
The client already uses Glow. Nothing is created; you request access to their existing workspace.
Get their workspace ID
Ask the client’s Admin to open Team settings → General and copy Workspace ID from Team details. Glow does not offer lookup by company name or email, and the ID alone grants no access until a client Admin approves your request.
Send the request
Choose Add existing team, paste the Client workspace ID, and select Access tier, Access scope, and Grant duration (30 days, 90 days default, 6 months, or Until revoked (2 years at most)). Request impersonation access is unchecked by default. Request only what the engagement needs, then click Send request. See Access Tiers.
They decide
Their Admins see the requested tier, scope, and duration, and the grant stays Pending until an Admin accepts. They can downgrade the tier or pick up to 100 automations on an automation-scoped request, but cannot narrow a whole-workspace request into automation-scoped consent.
Pending invites and requests
The Clients roster lists active, unexpired grants, not outstanding invitations or access requests. For New client workspace invitations, confirm that the client received and accepted the invitation. For Add existing team, review pending requests under Clients → Settings → Client access. A pending row offers Withdraw request; ask the client’s Admin to review the request in Team settings → Governance.
If an invitation cannot be completed, use Support for help before creating another client workspace.
- Run
- Open your console and check the Clients roster after creating the workspace or receiving client approval.
- You should see
- The client card appears in your active roster with the approved access tier displayed.
What’s Next?
👉 Governance & Impersonation →: understand what each access tier permits before working inside a client workspace.
Sideways from here: Members & Invitations covers inviting people and assigning roles inside a workspace.