Advice Designer

Adding a user to your Licensee gives them access to all associated Workspaces. This includes all clients and plans in all associated Workspaces

Click on the Avatar logo at the top right and select Your Profile.

Click on the Licensee tab and view the Licensee by selecting the ellipse icon "⋮"

Click on the User tab and select the Invite User button.

Capture the email address, and select Send invite.

1. Click on the Avatar logo at the top right and select Your Profile.
 
2. Click on the Licensee tab and view the Licensee by selecting the ellipse icon "⋮"
 
3. Click on the User tab and select the Invite User button.
 
4. Capture the email address, and select Send invite.

Invite a user (Licensee)

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Invite a user (Licensee)

Licensee Users

To Invite a User (Licensee)