Where to find it
Team → "Give access" (top right)
- Team → "Give access". Full name, email and role (Front desk or Administrator, each with its description).
- "Which agencies will they see": "All agencies" (including the ones you open later) or "Only the ones I choose" (search and tick them).
- "Send invitation". The card shows "Invited on {date} · not accepted" until she sets her password.
- She receives "Create your password" → types it twice → "CREATE MY PASSWORD" → "Done. You have access" → "GO TO LOGIN". The link lasts 72 hours; "Resend invitation" renews it.
Tip
Until she sets her password she does not enter Records nor sees any file — the card says so: "Has not activated the account yet".
