How does an advisor invite a business owner to Zolidar? - The Grid Answers
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How does an advisor invite a business owner to Zolidar?
Published on 2026-10-12 | Last edited on 2026-10-12
Grid Insight
Short Answer
The advisor adds a workspace for the owner and emails them an invitation, or shares a referral link. Both work on every advisor plan, including Advisor Free.
