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Inviting a Client User
Inviting a Client User

How to invite a Client User using the Attorney Portal

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Written by Franzi Kinawag
Updated over a week ago

Enhance your EasyEviction efficiency and productivity by adding Client Users.
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Follow the steps below on how to invite a Client User:

1. On your EasyEviction Dashboard, click the "Client" icon

2. Select a Client

Choose a client on the Clients Page.

3. Click on "Manage Users"

4. Click the "Invite User" button

5. Fill out the "Invite User Form", then click the "Invite" button

Enter the required details such as the Email Address, First Name, Last Name, and Subject of the Email Invitation.

6. The Invited User must accept the Invitation

The invited user's profile will be accessible on the "Manage Users" page. Subsequently, the invited user is required to initiate the account activation process by clicking the "Activate Account" button sent to their registered email address.ย 

Upon clicking the "Activate Account" button, the Invited User will be prompted to reset his or her password.

Then, the Invited User can now access the client portal using his or her login credentials.

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