This list will populate showing all clients who have been invited via .CSV upload, or through the Add Client widget below:
Have a new client? Add them here!
For bulk upload, please use the Invite Clients button to access the .CSV Template.
This is your unique link that can be shared with your clients individually, to invite them to the [BaaS]™ platform. You can also trigger the welcome email by adding customers on the "My Clients" tab, or by uploading a .CSV file above!