It's easy to give someone access to a business by adding a new user.
Add a new user to a business
- Log in to Forwardly.
- Open the business you want to add someone to using the business list dropdown on the top right of the screen.
- Go to Settings on the left-hand navigation bar.
- Click on Users & Roles, and then select Users.
- Click Add User.
- Enter the name and email address of the user you want to add.
- Select their role (permission level).
- Click Invite.