How to send the Risk Activity to Clients

To send the Risk Activity you will first need to click into the client's profile page from the Clients tab.

You then have two options to send the client the Risk Activity. You may either:

Email the client the Risk Activity directly from their profile by clicking on Send Invite. Upon doing so you will receive a pop-up saying the email has been successfully sent.

The client will then receive the following auto-generated email with a link to the activity, as shown below.

Alternatively, you can click Copy link to copy a link to the Risk Activity and then manually email it to the client from your personal email address.

To see a sample email script and some tips for sending the link to clients, check out our article on Introducing Clients to the Risk Activity.

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