Compass One · Lesson 14
Invite a client to Compass One from the folder, and why the email address matters
Invite a client to Compass One from the folder's Client dashboard menu, fix the missing email on the contact card, and check Client access, because access is tied to the email address you invite.
What it does: Invite a client to Compass One from the folder's Client dashboard menu, fix the missing email on the contact card, and check Client access, because access is tied to the email address you invite.
Where to find it: Compass One
Watch out: Check the client and sharing details before inviting or publishing.
Made by a Compass agent. Not an official Compass production. Recorded screens reflect the platform at the time of production.