Send access to the platform to a contact

Nicolas Vodoz Updated by Nicolas Vodoz

  1. Open the site > Administration > Accounts.
  2. Open the account of the contact needing access to the platform.
  3. Under Contact, verify if the contact exists. If the contact does not exist, create it.
  4. Click on the rocket icon to send the access via email.

How Did We Do?

View and Download Invoices from an Account

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