To invite your test contact -
- From the dashboard go to the Contacts page.
- Start typing the first three characters of your test client's name and hit Enter.
- A search result list should appear.
- Hover over your test contact and click the arrow icon on the far right of the contact information to send an invitation.
- Go to your personal email inbox account that is listed as the primary email for your contact.
- Once there, you should have received this invitation email:
- To start using your test contact, click Verify my email now.
After you have logged in as your test contact, you can start sending tasks between your employee account and your test contact account. You can do this through a desktop computer or through the mobile app.