Within the portal you have the option of adding an Individual client account (which allows for one account and one login) or a Client Group (one account multiple logins). Each login email address in the portal must be unique; this means that for clients (e.g. Husband and Wife / Partners) that share an email address they can't be created as a Client Group.
If the clients are unable to provide two unique emails, you can create one of the Clients (primary) as an Individual client account then the partner/spouse can then be added as a Family team member (not a separate login) so they're represented in the portal and can have wealth item ownership assigned to them.
When a Client group share an email address, there are certain steps you need to take in order to create the group in the portal.
To create an account for clients who share an email address:
1. Navigate to Clients> Client List> Add Clients> Add individual client
2. Add the primary client's name into the Client name field, along with their email address and click 'Add'.
3. Click on the 'viewing eye' next to the client's name within the Client list. This will take you into the client's portal.
4. Once in the client portal view, navigate to Admin>Team.
5. You will see the first client exists as the 'Owner' within the 'Family' section.
Now add each additional client as a Team member. Click 'Add'
6. A slide-out window appears. Select 'Family' from the drop-down list.
7. Select 'Child, dependant or other (no access) and enter the second client's name and their relationship to the primary client, then click 'Add'.
NOTE: the 'Relationship' field should be sent to 'Partner/Wife/Husband' to allow the function of digital forms to operate correctly so that the client is not duplicated.
7. Once all team members have been added, they will appear as individuals within the team.
NOTE: Only the 'Owner's name can be displayed in the Client list. If you would like both client names to be listed in the Client list, you will need to provide a second unique email address for client 2 so the account can be made into a Client Group