There are two ways to invite a Client to Stir — through Splits and Settings. Both ways require you only to provide your client's email.
How to invite Clients in Splits:
Head to the Splits tab in your Stir account, click the
Create Split button.
During the Split creation process, simply enter the email address of your Client as one of the participants.
When prompted on which user owns the platform account from which revenue will be split, select your Client.
Complete the Split creation process and copy the invite link that’s generated. Send the link to your Client! Once they’ve onboarded to Stir and have connected their bank account, the Split will begin running and they’ll be added as your Client on Stir.
(For more information, see:
How to invite Clients in Settings:
From the Settings tab in your Stir account, scroll down to the “Clients” section and click the
Enter the Client’s email address in the field and click
If the email address you’ve provided is already associated with a Stir account, an error message will appear. Please contact us at firstname.lastname@example.org in such an event. Otherwise, a link will be generated that should be sent to your Client (you can copy it directly by clicking on
Copy Invite Link).
Once they completes the onboarding process and adds their bank account, they will be added to your Client Roster!
Here’s how to add collaborators in Splits as a Manager:
From the Splits tab in your account, click
Create Split. After selecting a Platform, just as you would with a new Client, simply type in the email address of your new collaborator when asked about the participants.
When telling Stir who owns the platform account, make sure to not select your collaborator. They will be onboarded as a non-client Stir user if they are new to Stir, or added as a collaborator if they already have an account.