Creating a New Spoke/Client

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

Create a Client

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

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

Create client from template or Create client from scratch.

1. Select the functionality tier respective to the client.
2. Enter the Client's name.
3. Select your team members
   Note- Advisors will be administrators as default. Advisor users always have full access to client teams. 
4. Add Client website 
   Note- 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. 
5. Select Client size
6. Lastly hit Create client

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

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

You can access the client team by clicking the Log in to [client name] button for any of the spokes/clients you have access to.

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

Learn more about the Client Management Dashboard here.