How to Create a Client account in Suvit?
You can manage your client document efficiently by creating accounts for your clients and providing them with specific access.
Client Management: Creating a New Account
Step 1: Go to Clients Management
- Sign in to Suvit with the Primary account (Main Account)
- Click on Client from the left menu, then click on "Add Client".
Step 2: Fill in Client Details
- In the Add Client page, fill all the details.
- First Name/ Last Name: Enter your Client name.
- Email / Mobile: Ensure the client’s mail ID and mobile number are unique and the number should be active on whatsApp.
- Password: You can keep the system-generated password, or you can type your desired password (Your password can be any combination of letters, numbers, and symbols).
Step 3: Assign Company
- You can select the companies you want to assign to your client. (You have the option to select either a single company or multiple companies as needed.)
Step 4: Add the Client
- Once all details are entered, click "Add Client".
Step 5: Share Client Credentials
- A confirmation message "Client Added Successfully" will appear.
- Click on Copy Info and share the username and password with your client. Now your client is ready to use Suvit with their credentials.
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