Step 2 of the uploading your plan process is to add a client. Only people assigned to the Admin role have the ability to add a client.

NOTE: You will want to add your company's users first before adding a client. 

To add a client:

  • Click on the plus sign next to the "Clients" item in the left hand navigation menu.
  • You will be taken to the Create Client screen. Add the client name and assign users to this client. (If you haven't added users to your company yet, none will be available). NOTE: you can only assign Client Editors or Client Viewers to a client.
  • Type in the client name and hit the Create button.
  • On the next screen, you are able to edit the client information, add their logo, edit your user roles and create a plan.
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