You can invite business clients or partners to create their portal account in two ways: share your sign-up link, or invite them directly from a business profile.
Method 1: Share a sign-up link
Click through the walkthrough above to see the whole flow, then follow the steps below.
Go to the Businesses page
From your portal sidebar, open the Businesses page to view and manage all client profiles.
Locate your sign-up link
Look for the sign-up link section. You can copy and share this link with any client or partner who needs access.
Invite clients and partners to collaborate
When you click Share sign-up link, a modal will appear showing your partner referral code and your auto-generated sign-up link.
You can copy either one and share it with clients or partners so they can join and connect with your business.
Use advanced options if needed
If you want to configure marketing attribution or customize how the link behaves, open the Advanced section when generating the sign-up link. If you are not sure what to put there, email contact@levr.ai and we will set it up with you.
Method 2: Invite clients directly from a business profile
Open the business profile from your Businesses list
Navigate to the Businesses page, find the business you want to share, and open its profile to view its details, deals, and workspace.
Go to the Manage access tab
Inside the business profile, open the Manage access tab. This section shows everyone who currently has access, their roles, and pending invitations.
Click + Invite members
Use the + Invite members button to open the invitation panel. This is where you add new people who should collaborate on this business.
Enter the email and send the invitation
Add their email address, choose the role (Business Owner, Collaborator, or Partner), and send the invite.
ℹ Once invited, they receive an email prompting them to create their account and access their Business Portal, where they can complete applications, upload documents, and communicate with you.
Related
What is the difference between business-level access and deal-level access for my client?. Choose between inviting to a business or sharing one deal.
What roles can I assign to people I invite, and what do they control?. Pick the right role on the invite screen.
Signup links. More on the sign up link used in Method 1.
Share With Clients. Bring the invited client onto a specific deal application.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
Talk with us now. Open the chat bubble in the corner of this page and someone will pick it up.
Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.