Please note: You must have appropriate permissions to add members to a client workspace.
Steps to Invite a Client's Partner
To invite a client's partner to their workspace, follow these simple steps:
- Navigate to the client's workspace
- Locate and click the 'Share' button in the top right corner
- Enter the partner's email address and their full name (first and last)
- Click the 'Invite' button to send the invitation
Important Notes
- The partner will receive an email invitation to join the workspace
- By default, partners are given full access to the workspace if they are listed as a ‘related contact’ to the client in Attio
Need Help?
Please log feedback via the Client Portal or reach out to helpdesk@investorkit.com.au