Create a provider record for a workspace member

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The video's steps

  1. In the Who section, click Workspace member: their name and email come from their account.

  2. Open the Member list and pick the person: only members with the Provider role and no record yet appear.

  3. In the Phone field, type the person's number: it is required, even for a member.

  4. Tick a trade, for example Cleaning: on the right, What creating does confirms access through their account.

  5. Click Create provider to save the record linked to this member's account.

Create a provider · the video's screenOpens in your workspaceOpen in RentDari
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Create a provider record for a workspace member · RentDari Help Center