How do I add my team to my client portal?

Adding Team Members:

To get started adding your team, head to your client portal. In the top right corner, select your profile photo and then click on "Team"

Once in the Team section, click the blue "Add" button. Enter your co-workers First Name, Last Name and Email Address then click "Add" once again.

When you have added your co-worker to your team, they will receive an account without a password. With the email address you entered for them, it will send a login link which they can click on to sign in to the client portal instantly. 

When they have logged in, they can either set up a password or keep signing in with the login link sent on registration. We recommend your co-worker creates their own password for account security.