INTRODUCTION
Learn how you can invite a client to our online platform. You can also re-invite a team member if they have not yet accepted the invitation to join you on GrowthWheel Online.
Completing the steps will allow you to do online screenings with notes for your client(s).
HOW TO DO IT
1. Click the menu 'My Clients' in the top left of the page. The next page will give you an overview of all your current client companies, their focus areas, login information, outcomes, ambitions, and much more.
2. Click '+ Client Company' to add a company and put in the company and manager’s name. Click 'Create Client'. A new screen will open up.
3. Enter the client email and review the message template for the client, simple as that! You can edit the message if you like.
4. Click 'Invite & give access' to give the client access to GrowthWheel Online.
5. Re-invite a team member by going to the "team" page and clicking "Re-invite".
Congratulations, you can start collaborating with your client using GrowthWheel Online!