# How to invite a client to approve templates

> Invite a client as a Reviewer. They see only the approval flows you pick, comment, and approve where you give them Approve access.

- **URL**: https://orshot.com/help/invite-a-client-to-approve

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**Reviewer** is a workspace role for people outside your team, like a client. A reviewer views templates, comments, and approves or requests changes where you allow it. They can't edit, add or move templates, and they never see API keys, renders, billing, brand assets or settings.

The workspace owner and admins see the invite form. A reviewer takes a seat, like a member, and a pending reviewer invite holds its seat until it's accepted or cancelled. To keep a client to their own templates, [set up an approval flow](https://orshot.com/help/set-up-your-first-approval-flow) for them first, for example from the **Agency and client** preset.

## Invite them

The client's row shows **Reviewer** and **Selected approval flows**, with **Pending** until they accept. Use the second menu on the row to switch them to **Whole workspace** later.

## Limit them to one stage

The invite gives Approve access in every stage of the flow. To have the client approve only in **Client review**, open the flow's **Flow settings** (the gear), then **Access**. Find the client's row (until they join, its sentence starts with "Once they join"), set **In** to **Client review** and click **Save access**.

## What the client sees

- **Your Templates** and **Approvals** in the sidebar, and the Approvals inbox in the top bar.
- Templates waiting on them marked **Waiting on you**, with **Approve** and **Request changes** on the card.
- A "Review needed" email each time a template reaches their stage.
- The template in the studio marked **View only**, with comments and @mentions of your team.
- **Download** in the studio, for PNG and PDF.
- Your team's names, but not their email addresses.

Reviewers approve or request changes (with the buttons, or by dragging the card out of the review), comment and follow templates. The flow moves the template on from there. Whatever access you give them, they can't move templates between stages, add templates, take them out of a flow, or change or copy a flow.

A reviewer limited to selected flows sees nothing outside them. A template from another flow opens as "Template not found".

## Common problems

| You see | Why, and what to do |
| --- | --- |
| No **Reviewer** in the **Role** menu | Reviewers come with approval flows, on the Scale plan and above. See [plans and limits](https://orshot.com/docs/approval-flows/plans-and-limits). |
| "Choose at least one approval flow [their email] can see" when you send the invite | Tick a flow in **Approval flows**, or switch **Access** to **Whole workspace**. |
| You're out of seats | In the row menu on **Team Members**, cancel a pending reviewer invite or remove someone you no longer need. Or upgrade on [pricing](https://orshot.com/pricing). |
| The client can't approve: "You're not an approver in the 'Client review' stage." | Give them **Approve** access in that stage on the flow's **Access** tab. |
| The client sees "Template not found" | The template isn't in a flow they can see. Add it to their flow. |
| No **Transfer ownership** in the client's row menu | Reviewers can't own a workspace. Change their role to **Member** or **Admin** first. |

## Related

- **[Invite your team](https://orshot.com/help/invite-your-team)**: Add members and admins to your workspace
- **[Roles and access](https://orshot.com/docs/approval-flows/roles-and-access)**: Everything a reviewer can and can't do