โ All tutorials 
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Invite a team member
Share your client portfolio with a trusted collaborator so they can help you carry the workload.
- Your team panel โ This is where you open the door to colleagues who will work alongside you.
- Send the invitation โ They get a personal link to join your firm, no account needed yet.
- Their inbox โ A clear invitation from you, with the link that lets them step in.
- They set up their account โ Name and password are all it takes to join you on the platform.
- Your firm is now theirs โ Every company you handle is instantly available for them to help with.
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