1. Select 'Client Dashboard'
2. Then, you should be presented by the 'Your Clients' section with a list of the businesses you've added
3. Here, you will want to click on the person icon in the action column for the business that you want to add a user to.
4. This will bring up a form where you will provide the name and email of the user you want to add.
5. Once you invite them, they will receive an invitation email with further instructions.
Sample invitation email:
Flight is a web app that keeps advisors and their clients updated on business through a shared activity feed. No more dizzying dashboards, missed opportunities or tangled communication threads – everyone is on the same page, looking at the most recent posts for instant business insight.
Click here to hop aboard.
Click here to learn more about Flight.
The Flight Crew