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How do I invite an Admin?

Updated over 10 months ago

We understand that you may want other members of your team to also have access to the Client Portal.

To invite another Admin, simply follow the steps below:

1. Select Admin Members from the side navigation menu on the left side of the Client Portal.

2. Click the Invite Admin button near the top right.

3. A pop-up form to Create an Admin will appear.

4. Fill out all the required information, including selecting a permission level and then click Save Admin.

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