How to invite and manage clients on Tradeics?

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

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

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

You can start communicating with the clients you invited

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

Accept or decline the invitation

Updated on: 18/05/2025

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