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Inviting A New User


Looking to invite your peers, advisors or assistants to the platform?

In this video, we will show you how to easily add new users to the platform.

Here is the information you will need:

  • Name
  • Email
  • Role
  • Under settings select Users
Inviting A New User
  • Click on the Invite User tab
Invite A New User
  • Invite User to complete the process