Quick fix0:34

Invite to portal greyed out?

The client has no email on file: add one on the Details tab and Invite to portal works.

Steps

  1. The invite goes out by email, so the client needs an address on file.
  2. Open the client's Details tab.
  3. Click Edit, type the client's email address, and save your changes.
  4. Invite to portal is ready. Click it, and the client gets a link to set up their login.

Plan: Solo and up. Compare plans

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