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Managing customers

Your customers are the clients you deliver galleries to. They’re a separate kind of account from your team members — a customer only ever sees their own galleries, never your admin tools.

You manage them under Customers in the admin sidebar (workspace admins and team members can both manage customers).

Adding a customer

Section titled “Adding a customer”
  1. On Customers, click Add customer.
  2. Enter their email (required), and optionally a name, phone, and notes.
  3. Save. Tobren emails them an invite link, and shows you the same link to copy and share directly if you prefer.

The customer accepts by signing in — Google, Apple, or a password — as the invited address, then sees only the galleries you’ve shared with them. See Invites & status below for exactly what that looks like.

Customers are unlimited on every plan — add as many as you like. Your client roster never affects your bill; what’s metered is storage and egress. See Pricing & overages.

Editing a customer

Section titled “Editing a customer”

Click the edit (pencil) icon on a customer’s row to update their name, email, phone, notes, and billing / shipping addresses (with a “same as billing” shortcut). Addresses are used on their receipts.

Invites & status

Section titled “Invites & status”
  • A customer shows as Pending until they’ve signed in for the first time, then Active.
  • There’s no code to type. The invite link is matched to the address it was sent to, by whichever account is signed in when they open it:
    • Already signed in as that address (elsewhere in Tobren, say) — one click accepts.
    • No account yet for that address — sign in with Google, Apple, or a password, and the invitation is offered right after.
    • Signed in as someone else — the page shows both addresses and offers to sign out, so they can sign back in as the one invited.
  • If your workspace uses its own SMTP server (Custom sender email), the invite just arrives from your address instead of Tobren’s — nothing else about accepting it changes.
  • Use Resend invite on their row to send a fresh link if the first one was missed or expired.
  • The activity drilldown (the chevron on a row) shows that customer’s recent events — invites, gallery views, downloads, and purchases.

Removing a customer

Section titled “Removing a customer”

Click the trash icon on a customer’s row. A confirmation window opens and tells you exactly what will be affected before anything happens:

  • How many shoots and photos belong only to this customer, versus
  • How many shoots are shared with other customers (those are always left untouched).

By default, removing a customer:

  • Revokes their access immediately (they can no longer open any gallery).
  • Keeps all of their shoots and photos — nothing is deleted.
  • Preserves their order and payment history, always. Removing a customer never touches your billing records.

If you also want to clean up, tick “Also delete these shoots & photos” in the window. That deletes the shoots that belong only to this customer (their photos are removed; any shoot with completed purchases is archived to a PDF first) and frees those shoots against your plan’s active-shoot count. Shoots shared with other customers are never deleted. Leave the box unticked to keep everything.

Section titled “Related”