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Client Portal- How to Invite a New Employee to your Network

To invite a new employee to your network, follow the steps below:

1. Navigate to your Client Portal URL.

2. Click "Network"

3. Click "Employees"

4. Click the round plus "+" button in the right

5. You should see a pop-up. Click the "Email or Phone" field to enter an email or a phone number.

*Note: You can invite new Employees via phone number too. They'd receive a text message with a link to sign-up to your portal

6. Click the "Role*" field

7. Select a Role

8. Click this button to expand and view other details

9. Click "ADD" to add a new Employee

10. Click the cross "x" to remove the row

11. Click the blue button "SEND INVITATION". This will button will show a count indicating the number of employees you're inviting

12. You should see a success modal pop-up. Click on the cross "x" icon to close the modal pop-up