There are two main approaches to inviting your users to your organisation, manual and through batch upload and you can use a combination of both.
The process is always the same:
- Invite staff
- Create a Contact Group
- Invite the Client and allocate in the contact group.
You could for example import all your staff with the excel template and manually invite the first few clients. Contact groups can also be updated at any time.
Please refer to our guide for replicating your coverage model and inviting users
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