Step-by-Step Guide to Onboarding via Business Invite
Introduction
This guide provides clear, step-by-step instructions for efficiently onboarding a business using the Business Invite tool in the Worth platform. By following this process, users can quickly and seamlessly invite businesses to begin their application, streamlining onboarding and reducing manual effort.
- Step 1: From the top-left navigation menu, select the "Businesses" tab.
- Step 2: Select the "Send Invite" icon, represented by a paper airplane.
- Step 3: Enter Business Details:
In the invitation window, complete the required fields, then click "Send Invitation".
Note: Sending an invitation requires specific admin-level access.