Self-Service - How to invite existing contacts

You have two options when inviting an individual contact to Self-Service.

Option 1: Invite from client list

1. Click the Client tab
2. Click the check box of the client you want to invite
3. Select the Invite for Self-Service option
4. You will be prompted that an invitation has been sent.

Option 2: Invite from the Personal tab

1. Click the Client tab
2. Click on the name of the client you wish to invite. You may need to use the search function to find the individual.
3. Send the invite by checking the Enabled box of the Self-Service field.
4. Before leaving the client profile click the Save button.

***You can disable a Self-Service account by unchecking the box after they have created an account.

1. Click the Client tab.
2. Click on the filter Toggle
3. Select All Contacts from the View drop down.
4. If needed change the amount of clients showing per page at the bottom of the page (system defaults to 20 per page but can go up to 100 per page).

4.  Click the check box next to the Select Action drop down menu, this will tick all the profile you can see on your page. Go to any other page tabs and click on the check box again to tick all the client showing on the new page.

5.  When you have selected all the clients you would like to invite, select the Invite for Self-Service option, in the Select Action drop down menu.