How do I add a client?

The Client list is where you can create and manage all your clients, send invitations to join the portal, view clients’ portals, send documents for signing, assign tasks, and view their Class Integration data.

Note: If your business uses the Class integration, client records will be created automatically in myprosperity whenever a sync is run. There’s no need to manually add clients who already exist in Class—these records will be imported for you as part of the integration process.

To add a Client/Entity via Class

1. Navigate to Class> Add your Client/Fund
2. In your partner portal>Integrations>Integration setup> click "Manage" on the Class integration
   
   
3. Click "Sync" under the Action column
   
   
4. You will then see your new Client/Fund in the client list in your portal.
    

To add a Client/Entity manually within your portal

1. Navigate to the Clients > Client list and select 'Add Clients'>choose Entity or Person client
   
   
    
2. A slide-out window will populate. Enter the client's name, email address, and select whether or not you'd like to invite the client to access the portal, then Click 'Add' or if Entity, simply add Entity Name and Type
   
                                 
    
3. The person/Entity will now be added as a client, and is accessible via the Client list, or by using the search bar.