Inviting a new individual or business to a Portfolio
To send an invitation to a new individual or business please follow the next steps:
1. Go to Portfolios > Select the Portfolio.
2. Click on +New invite.
3. Select Individual if you are sending the invitation to an individual or Business if the invitation will be sent to a company or other type of business organization.
4. If you are sending the invitation to a new individual fill out their details (Name and email address). If you are sending an invitation to a new business you will need to fill out the Company details (Country of incorporation and Entity name).
Note: The individual or business will receive a notification via email to accept or reject the invitation. They will also be notified on the app if their notifications are enabled.
Assigning a Business Line to a Client
When sending an invitation to a client, whether an individual or a company, you will be able to assign different Business Lines available in your Portfolio. These Business Lines will contain Flows and other Requirements you will send to your clients.
You can assign one or more Business Lines to your clients. Learn more about Business Lines.