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Create client workspace and invite contact to portal

Create client workspace and invite contact to portal

Intake forms sit unprocessed, leaving clients without portal access. Create a client workspace and invite the contact so account teams can begin setup same day.

Create client workspace and invite contact to portal

Overview

Eliminate manual onboarding steps that delay kickoff and waste account manager time. This creates the client's workspace and invites their contact automatically so delivery can start the same day.

Create client workspace and invite contact to portal