Inviting Clients

Inviting your clients to your customized platform is a simple process that can be accomplished in two ways. You can either enter their email address and they will receive an invitation link, or you can copy the invite link and send it to them yourself. With just a few clicks, you can bring your existing clients onto your platform and take advantage of all the benefits that CurrentSea has to offer.

After Profile Setup

Once you have set up your profile, you will be prompted to invite your clients to your platform. You can enter their email or copy the link.

Client Management Page

To add a new client, go to the Client Management page, click on the button with a plus sign that can be found in the bottom right corner of the page. You can then enter your client's email address or copy the invite link from here.

Getting Started

Understand Your Dashboard