To create a new client go to your dashboard:
- Go to the Accounts page
- Select Create Account button
- Provide all the Client's details (you only need a company name to get started)
- Select the plan you wish them to have
- 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.
Read more about sub-accounts.