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How to invite a provider to use the platform? (Agency Access)

How to invite a provider to use the platform?

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Written by Darwin Saiz
Updated over 3 years ago

Step 1- Click on the PROVIDERS menu.

Note (Optional Step): In the drop-down list you can filter the providers to facilitate your search.

Step 2 - Locate the PROVIDER you want to invite and click on his name.

Note: At the end of its corresponding row you will see that the Invite button appears, which is an indicator that the provider is not invited yet.

Fig. Steps 1 and 2.

Step 3 - Click on the Invite button.

Fig. Step 3.

Step 4 - Click on the Yes button.

Fig. Step 4.

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