#Workspaces and invites

A workspace is your account's working environment; a project is the division inside it that groups funnels, pages, products and contacts. You can have more than one workspace, and each can hold several projects.

Before you start: inviting people and managing roles is Owner or Admin level.

#Workspace or project?

#Inviting someone

Use the invite action and fill in three fields per person: email, role and job title.

• The role is Administrator or Member, and says one thing only: whether the person administers the account. People from a credentialed Clickmax partner can also get the Integrator access — see Integrator.
• The job title is what they reach day to day — Sales, Finance, Atendente. It is required for anyone entering as a Member, because without one they would come in unable to open anything.

Administrator asks for no job title: they have broad access by definition, and the field shows up disabled.

Whoever receives the invite signs in to join the workspace. For support teams there is also the concept of an attendant type, which refines what each attendant reaches inside the CRM — see attendant assignment.

To accept a pending invitation, sign in to your account. You do not need active access to the inviting workspace beforehand; it becomes available after you accept.

#Job titles: build once, hand out as needed

A job title is a named set of permissions — Sales, Finance, Support. You build it once and hand it to whoever needs it, instead of ticking permission by permission at every hire.

A job title is the only way to give someone access. There is no per-person permission: everything a Member reaches comes from their job titles, added together. That is why the invite asks for a job title alongside the role.

Settings → Permissions holds the whole board: every product resource down the rows, the job titles across the columns, and what each one reaches at every crossing. It is the screen for comparing — you can see at a glance what Sales can do and Finance cannot. Adjust as many cells as you like and hit Save once.

At the top of each column are the faces of whoever holds that title. The + beside them opens the workspace's people: tick who should hold it, untick who should not, save.

#One person can hold several

Someone who does both jobs holds both titles, and their access is the sum. Being "Sales and Finance" reaches everything either one allows.

A job title always adds, never subtracts: handing out one more never takes away what the person already had.

In Settings → Members, each person shows their role (Admin or Member) plus one badge per job title. To change it, use Manage job titles in the three-dot menu and tick the right set.

#Editing a job title reaches its holders, right away

The job title is a live link, not a copy. Taking a permission off Finance takes it from everyone who is Finance — and the people affected are signed out, so they come back with the new access instead of using the old one until their session expires.

The same goes for deleting: deleting a job title takes away what it granted from whoever held it. The bin sits at the top of the column, and before deleting the screen lists everyone who holds it along with the other job titles each one keeps — highlighting who is left with none, the one consequence you cannot patch up by editing another job title afterwards.

#When someone needs an exception

All access goes through a job title — no permission is ever handed to a person directly. When someone needs something none of their job titles grants, the way in is one more job title:

1. In Settings → Permissions, create a job title holding what is missing (it can be a single permission).
2. In Settings → Members, open the person's three-dot menu.
3. Choose Manage job titles, tick the new one alongside the ones they already have, and save.

Since access is the sum of the job titles, they now reach both sets. It looks like one step more than ticking the permission straight on the person, and that is deliberate: this way every permission anyone holds carries a name that shows up on the Permissions screen, and "why can they do that?" always has an answer.

To take something away, edit the job title or remove it from the person.

Anyone showing No job title reaches nothing. That is the state of someone who had every job title removed — nobody enters that way, because the invite always applies one. Hand them a job title through Manage job titles and they are back at work.

Promoting to Administrator removes the job titles, because an administrator has broad access by definition and the job title would stop meaning anything. Demoting back to Member hands back the Atendente job title, the starting point — if they need a different one, give it after the switch.

Switching roles between members does not touch access: the role says whether the person administers the account, the job title says what they reach.

Admins and Owners do not use job titles. So Manage job titles does not show up for them.

#Creating a job title

New job title asks one thing only: where it starts from.

• Start from scratch is born with no permissions at all.
• Or pick one of the five ready-made ones. Each shows what it reaches in a line or two — "configures CRM, Messages, Marketing and Members area", "follows Account and billing" — so you can compare before deciding.

Once picked, the job title shows up right away as a new column in the matrix, and that is where you adjust it. The adjusting deliberately does not happen inside the dialog: building a job title means deciding what it has more and less of than the others, and that comparison needs its neighbours in view.

If the name already exists, the new one comes in as "Finance 2". To rename it, click the name at the top of the column and type over it — Enter saves, Esc backs out. Two job titles cannot share a name: the screen says so and puts the previous one back.

#Duplicating a job title

For a job title almost identical to an existing one, use Duplicate job title in the column's ⋯ menu, under Settings → Permissions. The copy shows up right after the original, with the same permissions and a name like "Sales (copy)" — the columns after it move one place over. Then just rename it and adjust what differs.

Members are not carried over. Whoever holds the original keeps only that one, and the copy starts with nobody: add people to it whenever you want. The copy takes what is saved — changes still in draft on that job title are left out, and the dialog warns you when that is the case.

#No job titles yet

On a new account, Settings → Permissions offers Create default job titles: all five at once, from Convidado, who only reads, to Operação, who touches the whole product. They are created with those names and you can rename any of them. You can adjust them freely afterwards — they are a starting point, not an obligation.

#Integrator: the partner who sets up your operation

Integrator is the access for someone from a Clickmax partner — a credentialed agency or implementer, including Clickmax's own CX team — who joins your account to set up the operation. They work across the whole account, but cannot touch the plan, the money, the team or the contacts export.

#Who can be invited as Integrator

Only people whose email Clickmax has registered on an active partner. In the invite, once you pick Integrator, the screen checks the email:

• if it belongs to an active partner, the partner's name shows up and sending is enabled;
• if it does not, the screen explains the person is not from a credentialed partner and sending stays blocked. Invite them as a Member, or ask the partner to register the email with Clickmax.

The same rule applies when changing someone already in the account to Integrator. Clickmax also checks it when saving, so it cannot be bypassed.

An Integrator does not use job titles — there is nothing to configure. Their access follows the whole product automatically, including new features as soon as they launch.

#What an Integrator can do

• Automations, pipelines and the CRM, support channels, pages and funnels.
• Integrations, API keys and MCP connections.
• Sales operations and reports.
• The audit log and the list of who has access to the account.
• Everything else in the account that is not on the list below.

#What an Integrator cannot do

• Plan and billing: plan, invoices and usage — not even to view.
• Account money: balance, statement, bank details, withdrawals and advances.
• Team: invite people, change access or job titles, or remove someone's access. They can see who is in the account, but not manage it.
• Export contacts: pull the contact base into a file.

An Integrator is not an administrator: features your account does not have stay unavailable to them too.

#How Integrator access ends

• By you: Owner or Administrator can remove the Integrator at any time, like any member, in Settings → Members.
• By Clickmax: if Clickmax de-credentials the partner, or removes the person from the partner's team, their Integrator access is removed from every account at once — pending invites included — and the seat is freed.

Re-credentialing the partner does not restore access. To bring the person back, invite them again.

Integrator is unrelated to Clickmax's support access, which keeps working as before.

#While the invite is not accepted

Under Settings → Members, anyone you invited shows up in the Invites section with a yellow Pending badge next to the role they will get once they accept. The role only takes effect at that moment — until then the person holds no seat and sees nothing in the workspace.

On wide screens, pending invites sit in their own column on the right, which stays in view while you scroll the member list. With no pending invite, the list takes the full width.

The pending invite's three-dot menu offers three ways to get the invite to the person, plus Cancel invite:

All three lead to the same place: the QR code and the copied link are identical to the one the email carries.

Invites expire after seven days. Past that, Copy link and Generate QR code tell you the invite has expired instead of handing over a link that no longer works — if they did, the failure would only surface on the other side, with the person already trying to join. Use Resend: it rebuilds the invite with a fresh deadline and sends the email again.

Treat the link as personal. It is that specific person's invite and, for someone who does not have a ClickMax account yet, it is also their first sign-in. Send it only to them, over a channel where you are sure who is on the other end. If the link circulates by mistake, use Cancel invite and invite them again.

Cancel invite invalidates the invite and frees the seat: the link stops granting access to the workspace. Adding the person back later takes a new invite.

#Being invited does not create a workspace of your own

Accepting an invite gives you a place inside the workspace of whoever invited you — not a separate, empty workspace of your own next to it. Your access, your plan and your data are that workspace's.

In practice: if you were only invited, you own nothing, and the plan that applies to you is the one of the account that invited you. Wanting a workspace of your own means having an account of your own, with its own plan.

#Choosing which workspace to enter

If you belong to more than one workspace, Which workspace do you want to open? appears when you sign in, before anything else. It opens with your name and email so you can check which identity you are signing in with — handy if you have more than one ClickMax account.

Each row carries what usually decides the choice:

• the workspace name and the role you hold there (Owner, Administrator or Member);
• how many people work in it, with a few of their faces — or Just you here, when it is a one-person account;
• when you were last there ("2 days ago"). A workspace you have not opened since this started being recorded simply omits the line, rather than claiming "never accessed".

Belong to only one? The screen does not appear: you go straight in, and an old link you opened still works — the address is carried over. It only exists when there is a choice to make.

Belong to none? The screen says so and explains what to do: ask whoever manages the account to invite your email. If the message shows up right after you enter your email and password, it is the same case — your sign-in is fine, what is missing is an invite.

Want to change the logo without a file? In Workspace Settings, below the logo button, are the same Ready-made photos you see when creating a workspace. Click one and it becomes the logo right away.

Want to check how your workspace looks on this screen? In Workspace Settings, next to the name and logo, the How it shows at sign-in preview shows the workspace row, already with the name and logo you are editing — before you even save. Right below, How it shows in invites shows the email the people you invite receive (it carries the workspace name, not the logo), the workspace's current plan, with a shortcut to the plan screen, and Summary lists the creation date, how many people are in the workspace, the seats in use and the workspace address, with a copy button.

#Switching workspaces

The workspace selector inside the product changes the active environment without signing out. Projects and data do not mix between workspaces.

The User Workspaces screen, under Settings, switches too: every workspace in the list has a Switch action, and the environment you are in right now is marked Selected. See how to switch between workspaces.

#Workspace identifiers

In Workspace Settings, the Identifiers section shows two values that can be copied:

• Workspace ID: the permanent internal identifier.
• Workspace identifier: the unique name generated by Clickmax.

Only the Owner can change the workspace identifier. It can be changed again whenever needed.

The new value must contain 4 to 63 characters. Use only unaccented lowercase letters, numbers, and hyphens, include at least one letter, and do not place a hyphen at either end. Reserved names and identifiers used by other workspaces are unavailable.

Before every change, Clickmax warns that old bookmarks and saved or shared links using the current address will stop working and open a 404 page. Confirm the change and update those links with the new identifier.

#Related

• Workspace member profile
• Settings
• "You do not have permission to perform this action"
• Attendant assignment

#If it didn't work

• The invite does not arrive: ask the person to check spam and confirm the email address.
• They joined but see nothing: their role may be restricted — see no permission.
• You landed in an empty workspace: open the workspace selector and switch to the right one. Older accounts may carry an empty workspace of their own, created by invites from before this change.
• The Choose a workspace screen comes up empty: this should no longer happen — every workspace you hold a seat in is listed, including those with no active plan. If it does, sign out and back in; if it persists, contact support.