How to generate link for client

1. From the Companies List, hover over ‘Companies’ in the menu bar.
2. Select ‘Starting-Up’ from the drop-down.
3. Click ‘Startup Details’ alongside the correct company.
4. At the bottom of the page, click ‘Generate link for client’.
5. Enter a Subject for the Email.
6. Select the ‘Generate link for client’ report template from the drop-down.
7. Make sure the message is correct and click ‘Send’.

• This will generate a pin that must be provided to the contractor to give them access to enter their details into the system directly.

Please Note: Their username will be their email address, and their password will be their pin.