Share them
Link to them under the forms on your portal, in the email or ticket reply that carries a request link, in welcome packs and in the note you send approvers. Copy each guide’s address from your browser. The screenshots show a sample provider; your clients see your own name and logo once you’ve set them in Core or Studio.The guides
Submit a request
Open a request link, sign in, fill in the form and keep the reference.
Sign in
Microsoft, Google and password sign-in, and what each message means.
Approve a request
For managers: approve, reject or correct a request from the email.
Use an app
Open and sign in to an app you’ve built for them.

