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As a Partner these are the steps you should follow to create a new account and invite your first members to that account.

As Customer Support you cannot spend a Partners Credits. You have privileges to create accounts for them and Assign Associates but you cannot Invite members for them.

Setup a New Client and Invite an Owner using Partner Credits

Step 1: Log in to admin.corestrengths.com
Step 2: From the Dashboard Click on the ‘+ Add Account’ button on the desired Partner Card

Optional: This can also be done after clicking into the desired Partnership from the same Partner Detail Card.

Step 3: Name the account and click submit
Step 4: Once the new Account dashboard loads click on the ‘+ Invite Members’ button.
Step 5: Proceed through step wizard and choose your Client Account Owner.

Client Accounts cannot be owned by Partners.

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