Managing Clients
Add clients to your consultant portfolio and help them succeed with Harvenci.
Acquiring Clients
There are two ways to add clients to your portfolio:
Referral Link
Share your unique referral link with potential clients. When they sign up through your link, they're automatically assigned to you as a client.
https://app.harvenci.ai/join/YOUR_CONSULTANT_IDClient Request
Request access to existing Harvenci users by sending them an invitation. They must approve your request.
- 1. Go to Clients in your Consultant dashboard
- 2. Click "Add Client"
- 3. Enter the client's email address
- 4. Send the request
- 5. Wait for them to approve
Client List
View all your clients from the Clients page in your Consultant dashboard.
Client Information
- • Organization name
- • Primary contact email
- • Status (active, churned, transferred, removed)
- • Assignment date
- • Quick access button to switch to their organization
Client Statuses
Accessing Client Stores
As a consultant, you have the Consultant role in your clients' organizations. This gives you full access to manage their stores and agents.
Go to Clients
Navigate to Clients in your Consultant dashboard.
Select a Client
Find the client whose store you want to access.
Switch to Their Organization
Click the "Access" button next to their name. The dashboard context switches to their organization.
Manage Their Resources
Now you can manage their stores, agents, products, orders, and knowledge base—everything except billing and team management.
To switch back: Use the organization switcher in the dashboard header to return to your own organization.
Your Permissions in Client Orgs
You Can:
- Create, edit, and delete stores
- Create, edit, and delete agents
- Manage products, orders, and knowledge base
- View billing information
- Invite other consultants
You Cannot:
- • Purchase credits or manage payment methods
- • Invite non-consultant team members
- • Remove other team members
- • Change roles of team members
- • Delete the organization
Removing Clients
You can remove a client from your portfolio if you no longer work with them.
To Remove a Client
- 1. Go to Clients in your Consultant dashboard
- 2. Find the client you want to remove
- 3. Click the menu icon (⋮)
- 4. Select "Remove Client"
- 5. Optionally provide a reason
- 6. Confirm removal
Note: Removing a client means you lose access to their organization and stop earning commissions from them.