Here's how to set up a new client on your account manager dashboard.
Log into your account manager dashboard, then if you're setting up a new client to manage yourself, click the New client company button at the top right.
If you want to set up a new client for a colleague to manage, then click the All Companies tab first, then click the New client company button.
Now you're ready to enter your client's details.
Company Details
Put in the client's business name, and the subdomain you'd like them to use as their URL address for their account.
What should I use for the subdomain?
Some accounting practices like to use their client reference number as the subdomain. Others like to use something derived from the business's name, for example, a business called John Smith Ltd might be given johnsmith as its subdomain.
Choose the company type for this client. Remember that once this is set, it can't easily be changed. An individual who incorporates his business would almost certainly need a new account.
Choose the company status; active or inactive.
What does the company status mean?
When you first set up an active client, that client will receive a 30-day, fully functional, free trial of the software. After that 30-day period has expired, you will be charged for that client.
Your practice won't be charged for inactive clients, but the client won't be able to access their account.
There is also a demo account status, which you can use if you want to set up a dummy account to show clients the software. We need to set an account as demo for you, so please ask us if you need a client account set as a demo.
Other details
Put in the rest of the client's details: his/her name, the password you want them to use to log in to their account, and their user access level.
Assigning a client to a colleague
If you want one of your colleagues to be this client's account manager, use the drop-down menu at the bottom of the page.
I can't see that option.
Remember you need to start from All Companies if you want to create a client for a colleague to manage.
You also can't assign clients to colleagues if you are not a senior account manager.
Once you've done that, click Create Company to set up the new client, or Cancel to close the screen without saving this client.
What do I need to do once I've set up a client?
You need to switch to their account and go through the Getting Started process.
If your client tries to log on before you've done that, then they will get an error message, so it's a good idea to wait to give them their login URL and password until you've finished the Getting Started process.