Setup a New Client and Invite ‘Client’ Account Owner and Members using Partner Credits (Portal ONLY)
As a Partner these are the steps you should follow to create a new account and invite your first members to that account.
Setup a New Client and Invite an Owner using Partner Credits
Log in to admin.corestrengths.com
From the Dashboard Click on the ‘+ Add Account’ button on the desired Partner Card
• Optional: This can also be done in the desired Partnership from the same Partner Detail Card.Name the account and click submit
Once the new Account dashboard loads click on the ‘+ Invite Members’ button.
Proceed through step wizard and choose your Client Account Owner.
Client Accounts cannot be owned by Partners.