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 Settings > Users & Roles > Users.
The Users section 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 4 months ago
|Changing a User's Role|