Creating a New Client

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

This will display the New Client modal, start by entering Client Name.

Select Client License Type, note that the information icon provides a link to the 6clicks pricing page for more licensing information.

Select Advisors from the dropdown menu to provide members of your team with visibility and access to the Client team.

Enter in the emails of the Client users and select at least one Administrator (mandatory).

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

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

Learn more about the Client Management Dashboard here

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