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

To learn how to add a client or client group, watch this Video or read instructions below.

The Client list is where you can create and manage all your individual clients or client groups, 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.

Note: If you are using an Integration such as XPlan or Xero Practice Manager, you can easily add clients via the integration, saving you the manual steps. For more information, visit the Partner Portal Help Centre > Integrations. 

To add an individual client or a client group:

1. In your Partner Portal, Clients>Client list and click 'Add clients'.
   
   
   
   
   
2. Choose to add either an individual, a client group or an entity. 
   
   
   
   
   
3. a) 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) 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) Entity: Enter the entity name and select the type from the dropdown list. Click 'Add'.
   
   Entity types available: Company, Joint Venture, Other, Partnership, Private Company, Public Company, Sole Trader, Super Fund, Trust.
   
   
   
   
4. Once the Client/Group/Entity has been added, they will appear in the Client list and are ready to start working with. 
   
   
   
   
5. Assign other staff members to the client so they can view and work with the client as necessary.
   
   Hint: Click on the Client's name in the Client list to display more information, such as invitation status, last login date, and options to manage the client's account. 
   
   
   

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