# Give a Client Temporary Access to Dedupely | Dedupely > For partners: give a client a login to their own Dedupely account, with a role that limits what they can do and an expiry date for the project. - URL: https://dedupe.ly/knowledge-base/giving-your-client-temporary-access - Section: knowledge-base - Site index: https://dedupe.ly/llms.txt - Any page: append `.md` to its URL for this plain-text form --- Skip to content [New Dedupely Intelligence Now on every paid plan, monthly or yearly.](https://dedupe.ly/ai-deduplication) ## Giving Your Client Temporary Access By [Gaby Salinas](https://www.linkedin.com/in/gbyslns) Updated November 11, 2026 For partners: give a client a login to their own account, with a role that fits and an end date. As a Dedupely partner, you run your clients' deduplication from your partner account, and your clients don't need a login. Sometimes they want one: to follow progress, check Merge History, or approve matches before you merge them. You give them a login inside their own account, with a role you create for clients and, if it's only for the project, an expiry date. Clients only ever see their own account, never your partner dashboard or your other clients. ### Before you start - **A partner account**, with the client added. See [Partner Dashboard](https://dedupe.ly/knowledge-base/partner-dashboard). - **Access to Users and to Roles and permissions** in the client's account. The Admin role has both. ### How users work in partner accounts - **Users are unlimited** in your partner account and in every client account, with no per-user fees. - **Your team doesn't need a login in the client's account.** People from your partner account open a client's account from the partner dashboard. ### Step 1: Open the client's account - Open the dropdown at the top left, next to your company name and the **Partner** label. - Select the client. Everything from here happens inside the client's account. ### Step 2: Create a role for clients You can use a built-in role, or create a "Client" role so it's clear who's who: - Go to **Company Settings** → **Roles and permissions** and click **Create role**. - Name it, for example *Client*. - Under **Copy from role**, select **Read-only User** and click **Copy**. Read-only User can see data and results without changing settings or records. - Change the permissions if the client needs to do more: - **To follow progress only:** keep the Read-only permissions. - **To approve matches in Manual Review:** set **Dedupe** to **Read & Modify**. This also lets them merge, so agree with them on what they'll decide. - **To see invoices or billing:** leave it at No access. Clients have no billing of their own; your partner account is billed. - Click **Save role**. You create the role once in each client's account. See [Roles and Permissions](https://dedupe.ly/knowledge-base/roles-and-permissions). ### Step 3: Invite your client - Click your profile icon at the top right and select **Invite Team**. - Click **Add User**. - Enter their first name, last name and email. - Choose the **Client** role. - Click **Send Invites**. They get an email to join their own account. If the client's Security Policy requires 2FA, they set it up before they join. ### Step 4: Set an end date If the login is only for the project: - In the client's account, go to **Company Settings** → **Users**. - Click the three dots next to the client and select **Roles**. - Add an expiry date to their role. It expires at the end of the selected day, in your time zone. - Click **Save**. When the role expires, the client loses that role. If it was their only role, they stay on the **Users** page as an active user, with the role shown as **Expired**, but they can't get into the account until someone renews it or gives them another role. They still count as one of the client account's users, so remove them when the project is over. ### What your client can see - **Their own account only:** their connected CRMs, Duplicate Searches, Merge Rules, Safety Settings and Merge History. - **Not your partner dashboard, and not your other clients.** - **What their role allows.** With a role copied from Read-only User, they can look at everything but not change it. ### Example setup An agency runs a two-month cleanup for a client's HubSpot. - **In the client's account**, the agency creates a **Client** role from Read-only User, and a **Client approver** role with Dedupe set to Read & Modify. - **The client's sales director** gets **Client approver**, to approve high-value accounts in Manual Review, with an expiry date at the end of the project. - **The client's CEO** gets **Client**, to check progress and Merge History, also with an expiry date. - **The agency's two consultants** work in the client's account from the partner account. - **At the end of the project**, the agency removes both client users. ### Common mistakes - **Giving clients the Admin role.** It includes users, roles and security, and it can't expire. - **Creating the Client role in your partner account.** Create it inside the client's account, where the client will log in. - **Giving Read & Modify on Dedupe without agreeing on it.** It lets the client merge, not only approve. - **Leaving expired clients in the account.** They stay on the Users page. Remove them. ### FAQs about client access - **Do my clients need a login?** No. Only if you want them to see or approve the work. - **Do client logins cost extra?** No. Users are unlimited in your partner account and in every client account. - **Are there partner-only roles?** No. Use the built-in roles, or create your own, like a Client role copied from Read-only User. - **Can a client see my other clients?** No. Clients only see their own account. - **What happens when the client's role expires?** They lose that role. If it was their only role, they can't get in until it's renewed, but they stay listed as a user. ### Next up [Giving a Consultant or Agency Temporary Access Bring in outside help for a cleanup project, with only the access they need and an end date.](https://dedupe.ly/knowledge-base/giving-a-consultant-or-agency-temporary-access) ### Still stuck? Our team helps on every plan and during the free trial, by chat, email or Zoom. - Need help? [Talk to support](https://dedupe.ly/contact) - Questions about plans? [Book a Zoom with sales](https://meetings.dedupe.ly/meetings/gaby-salinas/kb-zoom-scheduler) - Reading this with a model? [Read this page as Markdown](https://dedupe.ly/knowledge-base/giving-your-client-temporary-access.md) - Feeding it the whole site? [Read llms.txt](https://dedupe.ly/llms.txt) Behind the article ### Gaby Salinas Marketing Assistant at Dedupely Gaby Salinas came to CRM data from marketing and advertising, so she looks at duplicates from two sides: the match and merge logic behind them, and what they do to the people using the CRM, like the rep who calls a customer twice, the admin who gets blamed and the cleanup nobody wants to start. As Marketing Assistant at Dedupely, she follows how RevOps teams, end users, consultants and technical teams actually work with their data: the records they stop trusting, the workarounds they build and the moment they finally decide to clean up. What she finds shapes most of what Dedupely publishes. [Connect with Gaby on LinkedIn](https://www.linkedin.com/in/gbyslns) ### Get started for free 20 free trial merges and as much free support as you need to get your duplicates under control. [Try for free](https://v2.app.dedupe.ly/signup)[Talk to sales](https://meetings.dedupe.ly/meetings/gaby-salinas/talk-to-sales) [Or sign up with Google](https://v2.app.dedupe.ly/signup/google) Running CRM cleanup for clients? [See the Partner Program](https://dedupe.ly/become-a-partner)