Type in the client's name and click on the search icon to navigate to the Invitations page.
On the invitations page you can search for clients by their name, email address or company name. Results will start showing up upon typing. Client’s type (buyer/auditor) is displayed under the company name.
If no results are returned then fill in the following details:
Email address
Full name
Company Name
Click on ‘Send invitation’ button and an invitation will be sent directly to the client's email address.
If results are found select your intended client from the results to invite them to join you on the platform.
An invitation Email will then be sent to your invitee.
Invitation details will be recorded and available for you to Re-send / Withdraw at any time from the Invitations -> Sent Folder