The Rapyd Client Portal Developer Hub

Welcome to the Rapyd Client Portal developer hub. You'll find comprehensive guides and documentation to help you start working with Rapyd Client Portal as quickly as possible, as well as support if you get stuck. Let's jump right in!

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Inviting a User

You can invite new users to the Client Portal from the Users page.

This procedure requires Owner, Administrator, or Editor privileges.

How to Invite a User

  1. Sign in as described in Signing in to the Client Portal and navigate to Settings > Users & Roles > Users.

    The Users section appears.

  1. Tap the Invite icon on the top right of the screen.
    The Invite User dialog box appears.
  1. 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 8 months ago

Inviting a User

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