To invite clients to your Enthu.AI account, follow these steps:

  1. Login to your Enthu.AI account.

  2. From the navigation menu in the left pane, please click on the ‘Manage’ option and a drop-down menu will appear.

  3. Click on the ‘Clients’ option on the drop-down menu.

  4. On the Client Manager page, click on the ‘Create Client’ option on the right side of the screen.

  5. 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.

  6. Click on the ‘Create Client’ option to save.

  7. 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: