In the Briox Client Manager you can register your new clients so that you are able to access their Briox accounts and manage their accounting via the Client Manager.
- When you first log into Briox you land in the Dashboard.
Here you can click on the Create New Client button in the Client Manager card.
OR click on the Client Accounts tab on the right hand side of your screen to start adding client accounts directly.
- Clients can also be added from under the Client Manager tab in the main menu on the left, choose Client Overview and click on Add client company.
This takes you to the company card where you can register all your clients’ details.
- When you Save, a control question appears asking if you want to create an account for the new company. See below.
For now you can click on Cancel. If you click on OK, you are transported to step 2 and can directly Create a client account for your new client.
- When you have saved the information, your new client is added to the list of all your companies under the List tab.