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Inviting Collaborators to a Workspace
Inviting Collaborators to a Workspace

How to invite external people such as clients to a workspace via Magic Link – no registration required.

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Inviting Collaborators to a Workspace

How to invite external people such as clients to a workspace via Magic Link – no registration required.

What are Collaborators?

Collaborators are external users – for example, your clients – who can be invited to a specific workspace.

They don’t need a moodcase account and only get access to the content you share with them.

How the invitation works

  1. Open the workspace

  2. Click the three-dot menu in the top right corner

  3. Go to the Collaborators tab

  4. Enter the email address

  5. Select the appropriate permission (e.g. View only, Client Selection, Download, etc.)

  6. Click Invite

What happens after the invitation?

  • The person receives a Magic Link via email

  • On first click, they are asked to set a password

  • They then get access to the workspace and all included projects

  • New projects appear automatically

  • Additional workspaces must be confirmed once

Security & how it works

  • Magic Links are valid for 15 minutes

  • If the link isn’t clicked in time, we automatically send a new one

  • Each link is valid only once

Function

Available

View projects

Share projects

✓ (depending on permission)

Create projects

Create workspaces

View billing information

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