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How do I invite an Admin?

Updated over 7 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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