Invite Administrators

In this article, you'll learn how to invite administrators to begin working within your PTOffice account.

How to invite administrators to your account:

1. LOGIN to your PTOffice
2. ASSIGN your contacts their administrative role - LEARN HOW
3. From the hamburger menu in the upper left-hand corner, choose CONTACTS
4. Click the More menu in the left side ribbon
5. Click the Registration Setup link
6. Set up your registration process as desired and click SAVE (Don't forget to Open Registration!)
7. Copy your registration link to your clipboard found at the top of the page
8. Send your administrator an email via the Messenger or some other way and paste the link in your message

NOTE: Once your administrator registers with your organization, they will be able to login and they will receive their administrative privileges.