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ClickWhale

Inviting someone to your website

You can give a colleague, a designer or a client their own login to a website instead of sharing yours. They get an invitation by email, accept it with their own ClickWhale account, and appear in a list you can take them off again.

Where	Account portal → My websites → your website → Manage access
Needs	The Admin or Owner role on the website

An invitation link is only valid for two hours. If your colleague opens the email the next morning, the link is dead and they see "The token is incorrect or expired". Withdraw the pending invite and send a new one while they're ready to accept it.

Sending an invitation

Press Add user. The form has three fields:

Field	What to put in it
Email address	The address the invitation goes to, and the address they must accept it with.
Role	See the table below.
Language of e-mail	English or Dutch. This is only the language of the invitation email, nothing else.

Press Invite and the mail goes out immediately. The confirmation on screen tells you the rest: the recipient has to click the link in the email to gain access, and if they don't have a ClickWhale account yet, they have to create one first.

The pending invitation appears under Invited users with the date it was sent. Delete withdraws it.

What each role can do

Four roles are offered:

Role	On the website's account page	In the builder
Owner	Everything: subscription, invoices, domains, email, access, and deleting the website.	Full access.
Admin	Subscription, invoices and access. Sees the domains but can't change them; no email.	Full access.
Developer	Nothing. Just the website's name, a link to visit it, and a way into the builder.	Full access.
Writer	Nothing. Same as Developer.	Full access.

Developer and Writer are the same thing today. The builder doesn't check the role at all. Everyone you invite gets the same editor, with the same rights over templates, pages, content and settings. The role only decides what's visible on the account page, and neither of these two sees anything there. Pick either; it's a label for your own bookkeeping, not a restriction.

So the real distinction is a three-way one: Owner runs the website's money, addresses and mail; Admin runs the money and the people; anyone else edits the site, which is everything the editor does.

You can only give away a role no higher than your own. The dropdown lists all four regardless, so an Admin can select Owner, and gets an authorization error rather than a helpful message. If you need to hand over ownership, the current Owner has to send that invitation.

Who's on the website now

Users with access lists everyone, with their name, email and role. Revoke removes someone. The rules are:

You can revoke anyone with a less privileged role than yours. An Admin can remove a Developer or a Writer, but not another Admin and not the Owner.
You can revoke yourself, unless you are the Owner. Doing so drops you back to your list of websites, and that site is no longer on it.

The Revoke button only appears where it would work, so a row with no button is a row you aren't allowed to remove.

There is no way to change someone's role in place. Revoke them and invite them again with the role you want. They keep their ClickWhale account, so it costs them one click.

Accepting an invitation: what your colleague sees

They get an email titled Invitation, saying they've been invited to collaborate on your website, with an Accept invitation button.
If they already have a ClickWhale account on that email address, the link adds the website to it straight away.
If they don't, the link takes them to registration with the address filled in. Once they've created the account, the invitation is applied as part of signing up.
The invitation is used up at that moment. The link works exactly once.

The invitation belongs to the email address, not to the person. If they're already logged in as a different account when they click, ClickWhale says so and asks them to switch users and click the link again. It will not attach your website to whichever account happens to be signed in.

Common issues

The token is incorrect or expired, ask the sender to resend the invitation.

The link is more than two hours old, or the invitation was already accepted or withdrawn. Delete the pending invite under Invited users and send a fresh one.

They clicked the link and got a message about another user.

They were signed in as a different account. They should sign out, sign in with the invited address, and click the link again, or accept it in a private browser window.

They never got the email.

Check the address in the Invited users list for a typo; if it's wrong, delete that invite and send a new one. Otherwise it's a spam folder or a mail filter. The invitation comes from ClickWhale, not from your own address.

I don't see a Manage access section.

You have access to the website but not as an Admin. The page says so: you can edit the website, but its subscription, access and domains are managed by the owner. See Your subscription for what an Admin does see.

I can't revoke someone.

They hold the same role as you or a higher one. Ask the Owner.

I want to hand the website over to someone else.

The Owner invites them as Owner, they accept, and then either of them can revoke the other. An Owner can't revoke themselves while they're still the Owner, so do it in that order.

They have access but can't see the subscription.

Their role doesn't include it. See the table above. Invite them as Admin if they need to handle invoices.

They're editing but nothing changes on the live site.

That's not about roles. See "I changed it and the website didn't change".

What will you create today?

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ClickWhale is a website management system created by Ikabus