Inviting a user

  1. Access the Invite User tab after logging in through from Users & Permissions > Invite Users

Invite User

  1. Click the "Invite user" button.

  2. Fill in the details for Role, Customer, Organisation & email clicking Add, after the email address has been entered.

Invite User Link

  1. The customer will receive an email so they may need to check their spam folder.

  2. There is also a shareable link on the invite page that can be sent directly to the user to sign up if required.