How to Set Up a Client Side in Assist 2.0

Assist 2.0 lets you create dedicated Client Sides for your clients - giving them their own workspace while you retain full control over what features they can see and access. This guide walks you through the entire process, from creating the Client Side to managing the client's experience in real time.

Prerequisites

• You must be the owner of an Assist 2.0 organisation (e.g. M3 LABS)
• You need the email address of the client you want to invite

Step 1: Create a Client Side

1. From your dashboard, click the app switcher icon (grid icon) next to your workspace name.
2. In the dropdown, select Organisations.

3. On the My Organisations & client organisations page, click the + Add Organisation button in the top-right corner.

   On the Add Client Organisation form:

   • Enter a Name for the Client Side (e.g. My Client 1).
   • The Slug field will auto-generate based on the name (e.g. my-client-1).
   • The Active toggle is enabled by default. Leave this on so the client can access their organisation.
4. Click Create.

You'll be taken to the new Client Side's settings page, which will show the name and confirm it is Owned by your parent organisation.

Step 2: Invite a Client User

1. On the Client Side's settings page, click the Users tab in the left menu.
2. The Organisation Users list will show you (the owner) as the only current user.

3. Click the + Invite User button.

   In the Invite User to Organisation modal:

   • Enter the client's email address in the User Email field.

     Click the Role dropdown and select a role:

     • Member — standard access
     • Admin — full administrative access within the Client Side
4. Click Send Invite.

The modal will close and a Pending Invitations section will appear, showing:

• The invited email address
• The assigned role
• Who sent the invite
• An expiry date (14 days from the invite)

Note: The client will receive the invitation via email.

Step 3: Configure Toggle Features

Toggle Features let you control exactly which parts of Assist 2.0 your client can see and use.

1. On the Client Side's settings page, click the Toggle Features tab in the left menu.
2. Click the Enable custom toggle features button.
3. A confirmation dialog will appear: "Are you sure? This will enable custom feature toggles for this sub-organisation." — click OK.
4. A full list of feature toggles will appear, all enabled by default:

5. Toggle any feature off to remove it from the client's interface, then click Save.

[SCREENSHOT: Toggle Features page with the full list of toggles enabled]

Step 4: Client Accepts the Invitation

Once invited, your client will need to:

1. Navigate to assistco.ai and click Login.
2. Enter the email address the invitation was sent to and click Continue.

3. If they don't already have an account, they'll be prompted to create a password and enter their name.

   After logging in, they'll see the invitation screen:

   • "You've Been Invited! [Your Name] has invited you to join [Client Side Name]"
   • The invitation expiry date is displayed.
4. Click Accept Invitation to join the Client Side.

The client will be taken directly to their workspace dashboard.

Step 5: What the Client Sees

Once the client logs in and accepts the invitation, they land in their own workspace. Based on the default toggle settings, their sidebar will include:

• Recent Outputs
• Projects
• Library (containing Marketplace, Agents, Templates, and Knowledge)

The workspace is clean and ready for them to use — no setup required on their end.

Step 6: Update Client Features in Real Time

You can change what your client sees at any time — no need to notify them or wait for a sync.

1. Go back to the Client Side's Toggle Features page in your admin view.
2. Toggle off any features you want to remove (e.g. Workspace Templates, Workspace Agents, Organisation Knowledge, Marketplace, etc.).
3. Click Save.

The next time the client refreshes their page, their sidebar (and the contents of their Library) will update immediately to reflect the changes. Any features you toggled off will be completely removed from their interface.

Example: If you disable Workspace Templates, Workspace Agents, Organisation Knowledge, Organisation Templates, Organisation Agents, Organisation Integrations, Project Knowledge, and Marketplace — the client's Library will only show Knowledge, and the rest of their sidebar will only show Recent Outputs and Projects after a page refresh.

Quick Reference

Tips

• Active toggle: If you deactivate a Client Side, admins can still view it but the client cannot access it.
• Role selection: Use Admin if you want the client to manage their own users within the Client Side. Use Member for standard access.
• Feature changes are instant: Clients see updates as soon as they refresh their browser — no downtime or redeployment needed.
• Invite expiry: Invitations expire after 14 days. If a client misses the window, you'll need to send a new invite.
• Agent and template limits: Workspace Agents and Workspace Templates each have configurable limits, visible to the client as a counter (e.g. 31/1000) on the relevant Library tab.