Inviting a user

Sending an invite

Only Customer Admin users can invite Customer Regular or other Customer Admin users to Customer Portal. A Customer Admin user can invite as many users as needed.

To invite a user:

1. Go inside the Company tab, in the Team Users section.
2. Click Add New User.
3. Fill in the fields of the Invite new users to your team entry form.
4. Click Send Invite.

You can add maximum five users at a time, inside the Invite new users to your team entry form.

Note:

It is required to use a business email, not a personal email, to send an invite.