Send platform access to a contact

Nicolas Vodoz Updated by Nicolas Vodoz

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

How Did We Do?

View and Download Invoices from an Account

Add/modify billing address

Contact