Setting up your clients and users (New workflow)

In your Client Manager, go to Client Overview and click on Add Client Company and follow the steps set up for you.

Note! The workflow can start from any Add Client Company button which are also found:

• In the Dashboard card
• In the right hand Client Accounts Tab
• Under the Client manager - Companies

Step 1: Company Details

• Click on Add client company
• Fill in the company details or fetch them via integration with the help of the company number
• You can choose to set up the company based on a template account or use the Briox standard set-up.
• Select package 
• Select who (agency or client company) is to be invoiced by Briox
• Click Continue

Step 2: Consultants

• Select an existing consultant
• Select and assign a role for the consultant when working in the Client company. Or create a new custom role.
• Click Continue

Step 3: Client end user

• Add an end user
• Assign them a role
• Click Continue

Step 4: Summary

• Check the summary
• Invite the end user immediately or invite them later.

DONE!