Create a Client Account

To create a new client go to your dashboard:

1. Go to the Accounts page
2. Select Create Account button
3. Provide all the Client's details (you only need a company name to get started)
4. Select the plan you wish them to have
5. Go to the new accounts Company Settings and add team members and Upload your Client's Logo to the account.

Selecting the right plan

You can set different Assuredly plans for different clients – giving you the freedom to tailor access, features, and capacity to their unique needs.

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Read more about sub-accounts.