Guides

Work for clients

One Team per client keeps each client's Accounts, Contacts, Motions and billing apart, and lets you hand a Team over when the work ends.

Create a Team per client

In the dashboard, open the Team switcher and choose Create a Team. Name it after the client. You are its Owner and the Owner who receives its invoices. You land in the new Team, on Accounts.

A new Team starts with no subscription and no seat. Add a seat to connect an Account. Creating a Team changes nothing in your other Teams, and your API keys stay as they are.

From the API, POST /v1/teams with {"name": "Acme"} creates the Team. Every role can call it, and two identical calls create two Teams. Its next_step says how to work in the new Team:

  • With an all-teams API key, next_step.team_header is the header to send (X-Curviate-Team: <team_id>). The Team is usable at once.
  • With a team API key or a token, next_step.command is curviate setup --team <team_id>, which gives the CLI a key for the new Team, and next_step.url opens your Teams in the dashboard.

Invite the client

Invite the client's people to their Team: in Settings › Teams, open the Team's ⋯ menu and choose Invite people. Each person connects their own LinkedIn Account in the Team. Their credentials stay theirs: you never need their password or cookies.

Hand the Team over

When the work ends, the client takes the Team:

  1. Make one of the client's people an Owner.
  2. Make that Owner the billing Owner, so invoices go to them.
  3. Leave the Team.

An Account never moves between Teams. An Account you connected in the client's Team stays there with its seat. To use a LinkedIn account in another Team, disconnect it and connect it again in that Team.