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. 

  1. Select the functionality tier respective to the client.
  2. Enter the client's name.
  3. 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.
  4. 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.

Learn more about the Client Management Dashboard here.