How do I invite a client?

Before you invite a client to the platform make sure you have created a contact group for them. See Create contact groups.

A client must belong to a group where there is at least one active staff user, otherwise, you will not be able to complete the client invitation. 

 To invite a client you will need:

• Their full name
• Their email address
• Their mobile number for two-factor authentication

To invite a client:

Create a contact group for the client:

1. From your desktop, click on the admin menu.
2. Click on Groups.
3. On the top right-hand side click on Create group.
   
4. Fill in the form. You only need to add a group name (e.g. Client relationship name). The identifier and description values are optional.
5. Your group will be created. 
   
6. Add a staff user to the group by clicking on the add members button on the right-hand side. (this staff will become a contact of the client you will invite next).
   

Invite a client:

1. As an admin user, navigate to the administration menu and click on Clients.
   
2. Click on the Create client button.
3. Fill in the form. Remember to add the new client to the group you just created where there is at least one active staff user.
4. Click Create.
5. Your invitation will be sent. 
6. Once the client accepts their invitation, the staff users that share a group with them will be able to start chatting.