Client / Create your client access
Connect to your service company
Connect to one or more process-serving companies with their administrator's invitation.
Share your code with the administrator
Send your personal connection code to your process-serving company's administrator. They enter it in Manage connections and invite you as a Client.
Look for: Your connection code
Accept the invitation
On My companies, review the Company invitations entry and choose Accept invitation for the correct company and Client role.
Look for: Accept invitation
Open your Client workspace
Choose Open company. If Account Setup Required appears or expected jobs are missing, ask the administrator to check People → Client Access and the Linked Client record.
Look for: Open company