Creating a New Client

To create a new client, partners have two options, either import an existing template or from scratch.

Create a Client

From your Dashboard, select the New button at the top right of the screen, then select Client.

new_client

In the Client modal:

  1. Select Start a client from scratch or from a preexisting template.
    Note- Learn how to create a client template from scratch here.
  2. Enter the client name.
  3. Assign your advisors to the client
    Note- Advisors will be administrators as default. The newly created client team will have the full Risk & Compliance feature set as default.
  4. Add client users.
    Note- Client users don't have to be added at this stage and can be left blank for you to invite at a later stage. Any users added from here will be added as free licensed users. Licenses for client users can be bought later at the discretion of the advisor or client.

client_scratch

Click Create Client and a pop up will appear to confirm the successful creation of the Client.

scratch_confirm

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

By default, any newly created client team will have the full Risk & Compliance feature set. Licenses for client users can be bought later at the discretion of the advisor or client.

You can access the client team by clicking the Go To [client name] button for any of the clients you are an Advisor for.

The client account can now be accessed and further customisation can be completed as required.

Learn more about the Client Management Dashboard here.