When a user is given an additional "Role" the invite needs to be accepted from the user Portal.
The system will send an email advising the user of the new role invite.
Example email invitation
The Link in the email will take the user to the "User Portal".
- Login using the same username & password you use to login to the client portal
- Select The "Accept Invite" button within the Pending Company Invites section
- Once the Invite has been accepted the new permission will be available to the user the next time they login to their client portal.