After I have added my client's company on Pandle how do I give them access to it?

To help you manage your clients your own way, Pandle will not notify clients automatically when you create an account for their company.

To notify your clients, add them as a user to their company account in Pandle.

Click 'Partner Admin' and select your firm from menu.

Select the 'Companies' tab.

Use the arrow icon to select the client's account.

Pandle will switch to your client's account, and display their business name in the navigation bar.

Click the settings icon and select 'Company Settings'.

Select the 'Users' tab. You will see a list of any existing users.

Click the 'Add New User' button.

Enter your client's details and set their access permission level. Then click 'Invite User' to grant your client access to their company account in Pandle.

You can change their User Permissions at any time.

What happens next?

Your client will receive an email prompting them to activate their account by:

  • Clicking the link in the email

  • And then signing into Pandle using the email address you sent the invitation to

  • And entering the temporary password from the invitation email

Related articles

How do my clients provide me with access to their account?

How to accept a request from your client to access their account

Adding your clients to Pandle

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