Resend invitation to my client
If your client does not receive your invitation to become a worker in their file, you can send them again:
Click on "Actions" that appear at the top right of the client's profile photo;
Click on "Resend invitation".
Email not received
The customer must check in his unwanted emails (SPAM);
Check that you have correctly written his email address when creating the account;
Check that the address entered is the one the customer is using.
Email is not in the spam folder
If the customer still doesn't receive anything, ask them to write us an email so we can add it manually.
"I would like to authorize (the name of the professional) to become a stakeholder in my client account.".
The address is: [email protected]
Button disabled
If the option to "Resend Invitation" is inaccessible, simply refresh your page.
Windows: CTRL + F5
Mac: Command (⌘) + R
Further information
To edit the customer's email, click here.
If your customer cannot log into their account, click here.