How to open an access to an account ?

By default, account holders do not have access to their Equify space.

How do I invite an account holder to Equify?

1️⃣ Search for the account you want to open access to from the Accounts menu in the left-hand menu, or directly via the search bar on the top right corner.

2️⃣ For the relevant account, click on the 3 small dots at the end of the line and choose Manage contacts.


3️⃣ Select from the drop down list of possible Contacts the one you want to use to open the access, then click Save: an invitation email is sent to the contact, allowing them to create their Equify account and login.