This article is also available in:

How to invite and manage clients on Tradeics?

In this article, we will guide you on managing your clients on Tradeics

1. At the sidebar menu on the dashboard, click on "Client Management"

2. From this page, you can invite your clients to your workspace, as shown.

3. You can start communicating with the clients you invited

4. Check the invitations your received from other clients by clicking on "View Invitations".

5. Accept or decline the invitation

Updated on: 05/09/2025

Was this article helpful?

Thank you!