Inviting Clients

Inviting Clients

The client list page provides actions to invite clients to automatically login to the application and update their details.

Send Invitation

To send a welcome invitation message to a client with a link to automatically login to the application click the Send Invitation button.

A message will be created to send to the client containing a link to login to the application. Feel free to update the content and wording as appropriate but do keep the link as originally created.

One the client receives the message and clicks the link they will be automatically logged in to the application and be prompted to create / update their password and profile information.

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