Once you have created an entity for a client, you can send them an email invitation to use the platform and access their own portal
Navigate to the "entities" section and click the desired entity
Navigate to "Client Users"
Click "Add Client User"
Here, you can add the details of the user you would like to invite:
Enter First Name
Enter Last Name
Send User Invitation
Select User Type
- Admin: View document timeline and all tasks.
- User: Can only see and respond to the tasks that they are assigned to.
- Compliance: View all tasks and timeline, cannot create or respond to tasks.
Success! Your client will have received an invitation to the indicated email
Their Invite Status will change to "Active" when they have accepted the email invitation.
If you need to resend the invitation, you can do so by selecting them and using "Click to resend the invitation"