Hey there, partner! You’ve signed up and now you’re ready to spread us to the masses, like a sugary glaze on so many business-related doughnuts. First, though, you’ll need to know how to invite users.
First, click on your Partnership button from the left-hand menu:
If you haven’t invited anyone yet, then you can click on the “invite a customer” button at the bottom of the page:
When working in an established account, you can add people from the “invite customers” tab at the top of the page:
From here, you’ll see the invite page. We’ll need a few details about the customer before we can send them an invite. We’ll need their name, email, company name, country and industry they work for. You’ll find a copy of the email that your client will see on the right-hand side.
Once you’ve entered the information, click the green “invite a customer” button at the bottom of the page.
Once sent, you’ll see a confirmation page:
Now all that’s left is to wait for your customer to click on that invite email. Once you've invited them, the account will appear in your customer list.
Did they not receive the email? No problem! Once they’re in your customer list, you can copy the invitation link from the customer list:
Once you’ve got that link copied, you can send it through your own email address.