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How to onboard multiple clients at once

Written by Connor Bearse

Navigate to Portals -> Accounts and click "New Account".

On the new account pop up, click the "Bulk Add" button at the top right

In the bulk add view, you can create up to 20 client accounts at once.

For each account:

  • Enter the business name

  • Optionally add clients and their email addresses

  • Use Add Clients to grant access to individuals

When you create the accounts:

  • Each business gets its own private portal

  • Invited clients will receive an email invitation

  • Your default modules, folders, tasks, and settings will automatically be applied to each new account

Once everything looks correct, click Create Accounts.

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