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Invite a new subscriber

Learn how to invite a new subscriber to access a client account in the Memo app, including where to find the option and required permissions.

Written by Billy Dilks

To give third-party access to a client:

  1. Open the Memo app and go to the Client page.

  2. Click on the icon with the three dots in the top right corner.

  3. Select Invite subscriber.

  4. Enter the phone number and email address of the person you would like to give access.

📌 Note: If this option is not available to you, you may not have permission to invite other people.

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