You can invite others to the Client Portal to assist with submitting grant applications and progress reports on behalf of your organisation.
01. Go to the Contacts section in the client portal and select Create Individual.
02. Enter in the Individual's First Name, Last Name, Email, Phone and select Save.
07. Go to Contacts section and select Invite next to the newly entered contact.
08. Select the contact's email, their role and Invite.
09. The contact will now receive an invitation email with a Login or Sign Up link to the Client Portal.
