Once you've connected your client accounts into your agency account, you can give clients access to their Hiro dashboards by inviting them via email.
Access Levels
There are two types of permissions you can grant:
1. Custom Dashboard Only
Clients can only view the Custom Dashboard you’ve created for them. They will not see any additional pages in Hiro. This is an example of the 1-page Custom Dashboard a client would see if given this permission:
More on how to edit and customize the Custom Dashboard here.
Tip: You can preview the dashboard exactly as clients will see it by checking the “Preview as Client” box on the Custom Dashboard page.
2. Full Hiro Access
Clients can view all pages in Hiro for their brand only. They will not see:
Agency-wide views
Billing
Admin pages
Any other client accounts
Inviting a Client
Click Account
Select Manage Users / Billing.
Choose the Client Access tab (second tab).
Click the green “Invite Client” button.
Enter the client’s email address.
Select the brand account they should have access to.
Choose their permission level:
Custom Dashboard Only → Leave “Full Access Client” unchecked
Full Hiro Access → Check “Full Access Client”
Send the invite.
After sending the invitation:
A yellow “Invited” label means the client has not yet accepted.
A green “Active” label appears once they accept and activate their account.
Editing Client Access
If you need to update permissions:
Hover over the Full Hiro Access row, and click the checkbox to add or remove Full Hiro Access for that client.
Click Save.
Removing Client Access
If you need to remove client permissions:
Hover over the client email to the right side of row where trash can will appear and click on it to remove user.
Confirm deletion in the pop-up modal.
Not Seeing Your Client's Email?
Select the “Clear Cache” link at the top right to refresh the page.
If the email still isn’t appearing, reach out to us at [email protected] or message us in your dedicated Slack channel for additional support.
