Step 1. After logging in, click the "My Clients" link in the navigation menu.
Step 2. To invite a completely new Client, i.e. link a new Client company to your Agency account, complete the form on this page. After submitting the form, we'll send an email to the specified new user requesting that they activate their account.
Note: The first user you invite for any Client company becomes that company's administrator. This user can grant other users within their company administrator privileges via their company users list.
Step 3A. To invite a user to a pre-existing Client company, click the "Invite More" link for the Client which you wish to add users to.
Step 3B. Complete the form to add a new user to the Client company specified in the title bar (the same Client company you clicked on in the previous step). After submitting the form, we'll send an email to the specified new user requesting that they activate their account.