> For the complete documentation index, see [llms.txt](https://claimlane-docs.gitbook.io/claimlane-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://claimlane-docs.gitbook.io/claimlane-docs/troubleshooting-and-faqs/how-to-invite-retailers-to-claimlane.md).
# How to Invite Retailers to Claimlane
### 1. Open Your Company Dashboard
* In Claimlane’s inbox, click the four‑square icon in the top navigation bar.
* Select Company Dashboard from the menu.
### 2. Navigate to Retailer Overview
* In the left‑side menu of your Company Dashboard, click Retailer Overview.
* In the Retailer Overview screen, click the Invite Retailer button in the top right corner.
### 3. Start a New Invitation
In the menu that appears, choose Invite Retailer Partner.
### 4. Enter Retailer Details
Fill in your retailer’s information:
* Name
* Email address
* Customer number (if applicable)
* Any other required custom fields
Once complete, click Invite Retailer in the top right.
Tip: Before sending, click Check Only Invalid Invitations to surface any missing or incorrect entries.
* If any invitations fail validation, they’ll appear in a list—correct the data and try again.
* If no errors display, you’re clear to proceed.
### 6. Confirmation
After clicking Invite Retailer, your retailer will receive an invitation to the email you used for their profile.