Invite Advisor

Advisors have to complete a training course before they can be certified as an advisor by WorkflowMax. Advisors do not count towards your staff on your subscription, as they have access to your account through their Portal.

To invite an advisor:

1. In the Business menu, select Settings > Staff.

2. On the Staff screen, select Invite Advisor.

3. On the Invite Advisor screen, type the email address of the advisor you wish to invite (ex. info@integrationkings.com)

4. Invite. You will receive a confirmation message that tells you an advisor has been invited into your account.