Creating a client and adding their details

You can create a client by navigating to 'Manage Clients' and clicking 'Create Client'. Enter the client's email address and verify. Next, input the client's name and address, with the option to add multiple addresses. You can upload KYC documents of the client and add and invite client users in the subsequent steps.

The client organization will be added and will appear in the list under 'Manage Clients'.

For better understanding please watch this tutorial video.