You can invite new users to the Client Portal from the Users page.
This procedure requires Owner, Administrator, or Editor privileges.
- Sign in as described in Signing in to the Client Portal and navigate to Users & Roles > Users.
The Users page appears.
- Tap the Invite icon on the top right of the screen.
The Invite User dialog box appears.
- Enter the details of the new user and click Invite. For information about roles, see Roles and Tasks.
Rapyd sends an invitation to the email address you provided.
Updated 15 days ago
|Changing a User's Role|