To invite clients to your Enthu.AI account, follow these steps:
Login to your Enthu.AI account.
From the navigation menu in the left pane, please click on the ‘Manage’ option and a drop-down menu will appear.
Click on the ‘Clients’ option on the drop-down menu.
On the Client Manager page, click on the ‘Create Client’ option on the right side of the screen.
A pop-up will appear. Enter your Client’s name, their email address (an invite and their login credentials will be sent to this email address) company name, company image and assign them to a Team.
Click on the ‘Create Client’ option to save.
You will be able to see your new Clients under the Active Clients tab in the Client Manager dashboard.
Important Notes:
A Client only has access to the reports of the Team they are assigned to.
To edit/update Client information, click here:
To remove/deactivate a Client, click here: