Once the user logs in, a launchpad with all the available module is visible and then Click on Customer Onboarding.

After clicking on Customer Onboarding, the Customer onboarding process page will open. To invite a new customer, click on the Invite a New Customer button.

After clicking on Invite a New Customer, the 'Invite a New Customer' page will open. The customer must fill in all the mandatory fields. Once all mandatory fields are completed, the Invite button will be enabled.

Once the user clicks on the Invite button, the Select Workflow pop-up will appear. This pop-up displays all workflows created for the Customer Registration Request. Select a workflow from the list and then click on the Proceed button.

The record will appear in the List of Customer Invites.