And this is how it works...
Where can I find this function?
Navigate to ⨠Settings ⨠Tenant settings. Under ⨠ + Invite user you can invite new employee(s).
Invite new user / employee(s)
❗ IMPORTANT: You must be in the fiduciary view.
Navigate to ⨠Settings ⨠Tenant settings and click ⨠ + Invite user.
Enter the email address where you want the invitation to be sent.
Click this box if you want to grant admin access to the employee(s).
a. Currently you can only grant admin access. We are working diligently to give you more options for this.
Click ⨠Submit.
The employee did not receive the invitation?
If the employee did not receive the invitation, you can resend the invitation. To do this, click ⨠Resend invitation.
❗ NOTE: Please also tell your employee to look in SPAM.