Administrator / Connect your people
Invite an independently registered person
A process server or client can create their own account first, then connect to your company.
Ask for their connection code
Ask the person to open My companies in their own account and share their connection code with you. The code identifies their account for an invitation; do not ask for their password or signing PIN.
Look for: Your connection code
Send the invitation
Open Switch company / My account → My companies. Under your company choose Manage connections. Enter the person's code, select Client or Process server, and choose Send invitation.
Look for: Send invitation
Have them accept and open your company
The person opens Company invitations on My companies, checks the company and role, and selects Accept invitation. They can then choose Open company for that role.
Look for: Accept invitation
The administrator enters the person's code. Sending an invitation alone does not finish the connection; the person must accept it.