This article will discuss how to individually and mass invite contacts to Self-Service.
**Trainer Tip: contacts must have a valid email address and it is recommended that each contact have a unique email.
1. Individual Invite
You have two options when inviting an individual contact to Self-Service.
Option 1: Invite from client list


- Click the Client tab
- Click the check box of the client you want to invite
- Select the Invite for Self-Service option
- You will be prompted that an invitation has been sent.
Option 2: Invite from the Personal tab
- Click the Client tab
- Click on the name of the client you wish to invite. You may need to use the search function to find the individual.
- Send the invite by checking the Enabled box of the Self-Service field.
**Trainer Tip:You can disable a Self-Service account by unchecking the box after they have created an account.
2. Mass Invite to Self-Service
- Click the Client tab.
- Select All Contacts from the View drop down.
- Click the SHOW ALL link.
- Click the check box to the left of theFirst Name column in the green header.
- Select the Invite for Self-Service option, in the For Checked drop down menu.
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