Invite Your Advisor Into Your Account

Posted by Genny Stevens on Dec 1, 2014 1:00:00 AM

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If you use a third party certified advisor to help you with WorkflowMax, you'll need to invite them into your account.

This video takes you step-by-step through the process of inviting your WorkflowMax Advisor to your account.

For further details, go to the Inviting an advisor topic in the WorkflowMax help centre.

Topics: Time and staff

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