Link clients directly to your authorisation form
The link authorisation request option enables you to share a direct link to your account authorisation form. This could be added to your own email template, within a button on your website or other online presence, or shared via SMS, Whatsapp, or another messaging service.
IMPORTANT: Unlike the email and CSV authorisation request options also available within your dashboard, customers you invite to authorise via the link option will not sit ‘pending’ in your account until they authorise.
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Open your dashboard and click Customers
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Click Invite customers
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Select the Share option
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Click Copy link to save the link to your clipboard *
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Add the link to your own email template, website, or other shareable location
* Always copy the link from the window itself. Do not open the link and then copy the link from your browser address bar - this initiates security measures that will invalidate the link after a predefined time period.