How to Invite Your Client to Register on Remine and Engage with Shared Information

To invite your client, click Engage on the left side of your Remine page. The Engage page is where you will find your clients' activities. If you don't have any registered clients, you won't find any data on this page just yet.

Click Invite in the center of the page, or the upper-right corner. A window will appear with options to invite clients. Simply type the client's email, and click Send. 

(Note: You can type multiple email addresses, separated by commas, to invite multiple clients at once.)

Another option to send an invitation is to copy the link at the bottom of the window by clicking the button. You can paste this link anywhere you choose and send it to your clients.

After you invite a client to Remine, that client can then register their account. Once complete, that client will appear in the Leads column on the Engage page. 

To view the status of invited clients, click Engage, then View Invited in the upper-right corner. A window will appear, and it will display the clients you've invited, along with their current registration status. In this window, you can click Resend to send an invitation. You will not be able to remove any invitiations from the View Invited list.

You can learn more about Remine and all its tools here.