You may need to invite an existing contact to the Client Portal to make applications on behalf of your organisation. You must be an Account Administrator to invite contacts to your Business Account.
1. From the Client Portal home page, click on your account name and select Account Details.
2. Navigate to the Contacts tab, and select the invite option to send an invitation to an existing contact.
3. Fill out the relevant details, and choose whether the invitee should have an Account Administrator or Standard User role.
Then, select Invite.
The relevant Contact will now be invited to become a Client Portal User.
