adding a client

We have created a video that shows how to Create A Client. The steps are explained in detail below

Adding clients is a quick and easy process; simply navigate to the Clients page and click Add New Client at the top of the page. This will take you to a simple form to fill out the basics for the client such as name, any fees you may want included in the dashboard, client currency, logo and a few other pieces of information. Once you’ve added them, you’ll be asked to connect the relevant data sources from the data sources page. If the account you want isn’t listed, you need to add it via the Data Sources page.

After you have entered the basic information and connected data accounts, you’ll be asked which users should be able to access the client. Again, if you can’t see the user you’ll need to add them later via the Users page.