Enter the client's email address and click Invite.
Click Add More to send invites to more than one client at a time.
If you'd like to see how your client dashboard looks like, you'll need to send the invite to a secondary email address that isn't a part of the portal yet. You can't send invites to an email address that's been already invited to the portal or is already a part of the portal.
As a Portal Admin:
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If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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