Admin Portal: Client Onboarding

Owned by Danny Jr.
Last updated: Mar 14, 2022
3 min read

We are proud to announce the newest addition to the Admin Portal: Client Onboarding. Read on for more about the Account Import Tool and information on how to use it.

Overview

We want your business to prosper. Part of that increase in prosperity is acquiring new clients. This feature will save you time by allowing your newly acquired customer to fill out the pertinent information about their company.

All the Admin has to do is create the new account in the Admin Portal, and use the Client Onboarding feature to send an email to the new client. When the new client receives the email, they click a link, and they fill out all of the information that you would normally painstakingly fill out yourself.

 

Key Features

Automatic Form Creation

Utilizing this tool Admins will be able to send the information request automatically by simply adding an email.

Completion Verification

Once the form has been completed, an email is sent to the email address of the Admin’s choice.

Account Details

Using this tool, a Wizard will be sent to your clients with the following pages and fields:

How to use this tool

To use this new tool simply follow the instructions below:

  1. Log into the Admin Portal.

  2. Select Accounts from the Manage menu item.

  3. Click the account to view the account details page.

  4. From the account details page, click on the new Options button in the General section.

  5. Click Client Information Request.

  6. Add the email you would like to send the request to, add the confirmation email, and select the Confirm button.

Frequently asked questions (FAQ)

How do I access this tool?

You can access this new feature as an Admin by simply selecting an account from the Manage Accounts option via the Admin main menu. Please note you can only access it if you have the “Manage Accounts” permission assigned by your SuperAdmin. For more information on how to change permissions, click here.

Please create a support ticket in the Admin Portal if you have any questions.