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Inviting clients

Invite a client contact, scope them to one or more projects, pick a role. They click the magic link and they’re in.

From the dashboard

Project page → Clients → Invite. Enter email, role, and optional welcome note. Caddi sends a magic link from your verified sending domain.

From the CLI

bash
caddi clients invite [email protected] \
  --project meridian-studio \
  --role admin \
  --note "Welcome! You can file requests right on staging."

Roles

  • Client Admin — everything the portal allows: file/reply requests, invite teammates, approve deploys, upload brand assets.
  • Client Member — file/reply requests, read submissions. Cannot invite, cannot approve.

Invite tokens

  • 72-hour expiry by default.
  • Single-use.
  • Revocable at any time from the Clients tab.

Magic-link login

After the first invite, clients log in by entering their email at the portal URL — they receive a fresh link, click it, and get a 7-day session.

bash
# What clients see:
# 1. visit portal.northstar.dev/meridian
# 2. enter [email protected]
# 3. click the magic link in their inbox
# 4. land on the project page
Caddi never asks a client to “sign up.” The first time they click an invite they’re in. No password to manage, no second account to lose.

Removing access

bash
caddi clients remove [email protected] --project meridian-studio
# or revoke across the whole client
caddi clients remove [email protected] --client meridian

Next

White-label →