Creating a New Spoke/Client

To create a new spoke, you can either create one from an existing template or create one from scratch

Create a Spoke

Note- Learn how to create a spoke template from scratch here.

From your Dashboard, select Create spoke at the top right of the screen. In the modal click on

Create spoke from template or Create spoke from scratch.

1. Select the functionality tier respective to the client.
2. Enter the Spoke name.
3. Select your team members
   Note: Advisors will be administrators as default, depending upon your environment. Advisor users always have full access to client teams.  Spoke/Client users don't have to be added at this stage and can be left blank for you to invite at a later stage. 
4. Enter the Spoke website.
5. Select Spoke size
6. Click Create spoke

A pop-up will appear to confirm the successful creation of the Spoke/Client.

The spoke/client will now appear in your Spoke list on the Dashboard as Active. 

You can access the client team by clicking the Log in button next to any of the spokes to which you have access.

The spoke/client account can now be accessed, and further customization can be completed as required.

Learn more about the Client Management Dashboard here.