Assign a contact to a client

Before you start

Add a contact

In Onvio Centre, choose
Setup
, then
All Contacts
.
Add a contact with the Entity type set to Individual. The primary email address is required to enable Onvio Client Centre. If the contact already exists, continue to the next steps.

Add a client

In Onvio Centre, choose
Setup
, then
Clients
.
Add a client. If the client already exists, continue to the next steps.

Add the relationship and enable Client Centre Access

In Onvio Centre, choose
Setup
, then
Clients
.
Choose the client, then select
Edit
Select the Relationships tab.
Select
Add
.
Choose the relationship.
Choose
Select Existing Contact
and choose the contact.
Select
Save
.
Select the Client Center Access tab.
Select the
Client Center
switch to turn it on.
note
If you don't see this switch, you can't activate Client Centre for the client. Confirm that the client's entity is Individual and that you have entered a primary email address on the General tab.
If Client Centre is already enabled, select
Save
.
Onvio will ask for an email address if one has not been entered for this contact.
Choose when to send the contact an invitation to register their account: Select
Send Now
to send the registration email immediately after you select
Save
. If you want to wait and send the registration email later, select
Send Later
.
You can return to this screen and select
Show Details
to send the registration email at any time.

Next steps