Onboarding doesn’t have to be handled by one person. To help streamline the process, invite colleagues or clients to collaborate on onboarding within the Mimo platform.
This allows your team to divide tasks, such as uploading required documents or completing company information. It’s a simple way to complete onboarding more efficiently and avoid delays in getting started.
How to invite someone
After adding your client, you’ll land on the setup guide. From there:
Click Invite people
Enter the email addresses of the individuals you want to invite
Invited users will receive an email with access to the setup guide.
