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