Both practice admins and contributors can invite new clients to Mimo and manage them through the practice account. Here's how:
Inviting practice clients
Step 1: Invite a client
To invite a client, go to the Clients section and click "Add New Client" in the upper-right corner. Enter the registered company name and the client's contact details — first name, last name, and email address. This information is used to invite the client to Mimo. Once added, proceed to onboarding.
Step 2: Onboarding and approval
After sending the invitation, you'll enter the onboarding flow and await account approval. Once approved, you can manage the client from your practice account. Selecting the client provides an overview of pending approvals, unpaid invoices, and your assigned tasks. You can also view all outstanding tasks for the organisation, total pending approvals, and see which team members are assigned to the client.
Client and task overview
The practice account gives you a clear overview of clients and tasks. From the landing page, you can see your assigned clients, outstanding approvals, and pending tasks. The overview also shows your role within each client organisation, collaborating team members, and client status — such as incomplete onboarding, pending KYB verification, or active accounts.
