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Help and Support
Creating a New Spoke/Client
To create a new spoke/client, you have two options, either import an existing template or from scratch.
Create a Client
Note- Learn how to create a client template from scratch here.
From your Dashboard, select Create at the top right of the screen.
In the modal click on Create Spoke/Client from Scratch or Create client from a template.
- Select the functionality tier respective to the client.
- Enter the client's name.
- Assign your advisors to the client using the Select advisors dropdown
Note- Advisors will be administrators as default. Advisors users always have full access to client teams. The newly created client team will have the full Risk & Compliance feature set as default. - Add client users.
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. Advisors and MSPs can learn more about client licensing and billing here.
Click Create Spoke/Client and 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 Go 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.