How to Invite a Primary Service Provider to your Portfolio

Observant Support

Created: ; updated: .

For support and maintenance work to be carried out by your Primary Service Provider, you will need to ensure they have access to your Portfolio.

 

Go to the Manage Users App and click on the 'Invite User' button.

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Fill in the name and email for the Primary Service Provider you wish to grant access to.  Ensure you provide them with 'Admin' access.

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Click the 'Send Invitation' button and the Primary Service Provider will receive an email with your invitation.

 

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