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:
- In the Business menu, select Settings > Staff.
- On the Staff screen, select Invite Advisor.
- On the Invite Advisor screen, type the email address of the advisor you wish to invite.
The advisor's email address must be linked to a certified WorkflowMax advisor – if it's not, you'll get an error message. Check with your advisor that you are using the correct address. You may need to ask your advisor to contact WorkflowMax to ensure that their email address is updated to show they are certified.
- Invite. You will receive a confirmation message that tells you an advisor has been invited into your account.