Collaboration is the ability to share a singular or multiple clients from your Strategist Dashboard with another Strategist.
This feature is not available to Strategists on the Limited plan.
How to Add a Client Collaboration
You can send a client collaboration to another Strategist through the “Client Collaborations” section of the “My Team” page in your Strategist Portal.
Select the “Add Collaboration” button and you will be prompted to input your collaborator’s email and select your client. It is important to note you can only send client collaborations to existing Strategists.
If you need to grant access to an assistant or admin that is not a Currence Strategist, they can create a free account here: Sign up - Currence (livecurrence.com)
Accessing Existing Collaborations
To access your received client collaborations, use the drop-down menu in the top right of your client list to select the Collaborator you want to view the clients of.
