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Inviting clients to DISCO Catalogs

Once you've set up your content for your DISCO Catalog, you can start inviting clients or other people you'd like to have access to it. This guide covers how invites and access work on DISCO Catalogs. 


Setting your Catalog to live

To invite clients, you need to be subscribed to the Catalog feature. If you're not yet subscribed, you'll see a prompt on your main Catalogs page, with a link to subscribe to Discovery Suite: 


Once you're subscribed, your Catalog will need to be 'live' for you to be able to invite clients to it. You can set your Catalog to Live via the toggle under Status on the main Catalog page: 


Or you can set a Catalog to Live within the Catalog via the toggle at the top right of the screen: 


Inviting clients to your Catalog by email

To grant clients access, you can invite them in the Clients & Promotion > Clients section of your Catalog, by clicking the Invite clients button: 


In the Invite clients pop up, enter the name and email of the person you want to invite, a message (optional) and click Invite:


Clients will get an email with a link to your Catalog. If they have a DISCO account, they'll be able to use that to sign in. If they don't have a DISCO account, they can create one to access your Catalog. Accessing Catalogs on DISCO is free. 


Once they log in to your Catalog, the status next to the client will change from Invited to Approved


Getting and approving access requests from clients

At the top section of your Catalog, you'll see the shareable Public URL for your Catalog, as well as the View Catalog option: 


If you share this link with people, they can log in if you've invited them, or they can request access via the Catalog. When they request access, the user in your DISCO who created the Catalog will get a notification in app that someone has requested access: 

People who have requested access will show in your Clients list with the status Pending. 

To Approve or Deny access, click the menu under Actions, and select Approve or Deny: 


The Status for that Client will change from Pending to either Approved or Rejected: