Click Click Partner

Click Active Clients tab

Click Client Name

Click +Add
​If the user already exists, you will need to their profile.

Enter the Client User's Details

Select Role
​The user could have more than one.

See Explanation of Roles for more information
​

Click Save
​This will trigger the user's invitation email.

Correct Any Errors Before Proceeding
​You will need to click Save again.

Click Continue
​This is a billable action. Please read the terms.