Client Access · 1 min read

Give your client access to their event

Create a client login, resend the welcome email, and see who has access.

1. 1

   Open Client access

   It's at the top of Event Setup, with a quick link in the header. It lists everyone currently associated with the event.

   Screenshot

   Client access panel listing current members

2. 2

   Add the client's email

   Enter their email and create the login. A temporary password is generated and an email is sent automatically with the subject 'Access PledgePal.Live for Event: [event name]'.

   Screenshot

   Add client email form

3. 3

   Copy the full welcome email

   Use the copy button to put the complete, ready-to-paste email — credentials plus instructions — on your clipboard if you'd rather send it yourself.

   Screenshot

   Copy email button and the copied confirmation

4. 4

   Resend or revoke

   Resend email reissues credentials and copies the same instructions. Revoke removes their access to this event immediately.

   Screenshot

   Client row with Resend and Revoke actions

5. 5

   What the client can see

   Clients see only the events they're assigned to, plus who else is on those events. They never see your admin overview or other clients' events.