Three things a client can do in RobinReach without signing up, setting a password, or taking a seat on your plan: watch the calendar, connect their own accounts, and approve what goes out.
Share one link and your client gets the content calendar in view-only mode. They see what is scheduled, on which channel, and when it goes live, without an inbox full of screenshots and without touching anything. Nothing can be edited, moved, or deleted from that link.
Send a Connect Link instead of booking a screen-share. Your client opens it, says who they are, and connects their own Instagram, Facebook, LinkedIn, and the rest directly. The accounts land in your workspace the moment they finish. No credentials in a chat thread, no seat spent.
Send an Approval Link and your client sees only the posts waiting on them. They approve, or send a post back with a note. Approved posts go straight into the schedule with nothing further for you to do, and every decision is recorded with a name and a time.
RobinReach treats them differently on purpose, because they need different things.
Outside your business. They review, approve, and connect accounts through a link. No account, no password, no seat on your plan, and no access to anything you have not shared with them.
Inside your business. They get a real account with a role, permissions per brand, and access to the parts of the dashboard their job needs.
See team collaborationNo. Every client-facing feature works from a link. Your client never signs up, never sets a password, and never uses a seat on your plan.
No. Clients who take part through a link are not team members, so they do not use a seat. You can share links with as many clients as you like.
Only the calendar for the brand you shared, in view-only mode. They cannot create, edit, move, or delete anything, and they cannot see your other clients or any other part of the dashboard.
Yes. You can put a password on any link and give it an expiry date, and you can revoke or reissue it in one click. The link only lets someone add their own accounts to that one brand.
Yes. An Approval Link shows them the posts waiting on them and nothing else. They approve or reject in one click, and every decision is recorded with their name.
Yes. If a client wants a full account with a login, invite them as a member with the Client role and give them approval permission. Links are the simpler option, not the only one.
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