How do I add a client, client group or entity to the client list?

The Client list is where you can create and manage all your individual clients, client groups and entities, send invitations to join the portal, view clients’ portals, send documents for signing, send a fact find, edit their subscriptions and much more.

Creating Client Groups assists in better organising your client list and makes multiple owner accounts easier to maintain and use.

To add an individual, client group or entity:

1. In your Partner Portal, visit Clients>Client list. Click Add Clients and select either an individual, client group or entity. 
   
   
   
   
   
2. a) For Individual: Enter their name, email address and advise if they are a Personal or Business client. You can also choose their subscription type, and whether an invitation email is sent or not. Their details will then be added to your clients list.
   
   NOTE: if you choose not to send the client an invitation email upon client creation, they will simply be added to your client list and you can invite them to the portal at a later date.     
   
   
   
                                                                          
   b) For Client Group( Spouses/Partners/Co-owners) : Enter the names, email addresses and adjust the Group name(optional) and advise if they are a Personal or Business client and click the ADD button. Their details will then populate on screen in your clients list.
   
   
   c) For Entities:  A pop-up window opens. Enter the Entity name and select the Entity type from the dropdown list. Click 'Add'.
   
   Entity types available: Company, Joint Venture, Other, Partnership, Private Company, Public Company, Sole Trader, Super Fund, Trust.
   
   
   
   
3. Once added, your client/s or Entity will appear in the client list and you are ready to send a task to the client to complete.