Advisor Adding a Client and Client Authorization Process
Adding a client involves an advisor adding the client to their Client Index and obtaining the client's authorization. Before adding, the advisor must register an account through the Diligentsia homepage. The advisor is responsible for completing the addition process for the company. For more details on how to register from the homepage, click here. For an Advisor to add a client to the Client Index, follow the below steps.
Step 1: From your Client view, click on Client Index, then click on "Add Client", search and confirm your client's company and fill the popup form.
Step 1: From your Client view, click on Client Index, then click on "Add Client", search and confirm your client's company and fill the popup form.
Click on Client Index and click on Add Client.
Search for your client company's name.
Confirm client's company.
Add, check and confirm client’s website, 5 words explaining your client’s business, Client Company’s development stage, investment or growth or exit ready, client contact name and email.
Make sure to confirm user's website. When you click on confirm, it should change to a green tick.
Confirmed. Now add other details.
Company description is generated from the 5 keywords given. Click on next.
Step 2: Your client company has been created and you have full access. You can also see the company on your Client Index.
Step 2: Your client company has been created and you have full access. You can also see the company on your Client Index.
Client Index.
You can grant access to your client following the steps below.
Click "Dashboard" of the company on your client Index. You'll be taken to the company's dashboard.
Then click on the "Activate Client Login" button. Invitation email would be sent to client.
From the email sent to your client, your client decides which area you should have access to.
if your client doesn't have an account on our platform, when they are granting you access, they'll also be able to set password and have access to their account.
For Client
They set password and login.
An email is sent to you notifying you that your client has granted you access
Another email is sent to your client notifying you that you now have access.
Step 3: Client and Company index after adding of client.
Step 3: Client and Company index after adding of client.
AdvisorAdvisor's Client index after adding but, access not given yet by company.
Advisor's Client Index after access has been given.
Company Index after adding.
Your client's company is automatically subscribed to the Free plan and you can access it's modules. To get more features and modules, you need to upgrade. You can click here to get more info on upgrading.
FAQs
Q: Can I edit client details after adding them?
Unfortunately, no.
Q: What happens if a client doesn't authorize access?
You will not have access to their profile until authorization is completed.
Q: How can I track the authorization status of a client?
You can monitor the client’s authorization status directly from the Client Index
Q: Is it possible to resend the authorization email to a client?
Yes, if the client hasn’t responded, you can resend the authorization request from the client index.
Q: What happens if a client rejects the authorization request?
If a client rejects the request, you will not have any access to their profile or dashboard.
Q: Can multiple advisors manage the same client account?
Yes, but each advisor needs to request individual authorization from the client to gain access.
Q: What happens if an advisor is removed or leaves a firm does their client index transfer to another advisor?
When an advisor leaves or is removed from a firm, their client index doesn't automatically transfer to another advisor.
Q: Can a client change the email of registration to the platform?
Currently, email used in registration can't be changed
Q: Can a client change level of access from All access to dashboard or dashboard and reports only?
Your client can always edit your permissions in Permissions.
Q: Is there any validation to prevent an advisor from entering their own company as the client by mistake?
Currently, no. The platform requires you to search for your client's company name and confirm it before proceeding with the client addition process. During this process, you need to provide the client's website, business description, development stage, and contact information.
If you accidentally add your own company or any incorrect client details, the platform doesn't allow you to edit these details after submission.
Q: Can I withdraw a client authorization request?
No, once a request is sent, you can't withdraw it. The client must either approve or reject the request.
Q: What should I do if the client authorization email is not received?
Mail should drop in a few minutes. If not, ask the client to check their spam folder. If it’s still missing, you can resend the authorization request.
Q: Is there a limit on how many clients I can add?
There is no limit to the number of clients you can add to your client index.
Q: Can the degree of access the client gave me be changed?
Yes, the degree of access the client gave you can be changed.(i.e From all areas to Dashboard only or Dashboard and Reports only)
Q: Can I delete/remove a client company from my Client Index/Dashboard?
Yes you can. On your Client Index, locate the company and click the trash icon beside the company's name and click on delete.
Confirm Deletion.
Alternatively, if the client deletes their company from our platform, that company would not exist on your dashboard again.
Troubleshooting
Q: Why can’t I find the "Add Client" button in my Client Index?
A: Ensure you are logged in with an Advisor account and you have the permissions to do that. If the issue persists, contact support for assistance.
Q: What happens if the client’s company doesn’t appear in the search?
A: Confirm the company is registered with UK Companies House and that the name is entered correctly.
Q: Can I edit the client’s details after adding them?
A: No, client details cannot be edited after addition. If corrections are needed, contact support.
Q: How long does it take for the client to receive the authorization email?
A: The email should arrive within minutes. If delayed, ask the client to check their spam folder or resend the email.
Q: What should I do if the client doesn’t receive the authorization email?
A: Verify the client’s email address, ask them to check their spam folder, and resend the authorization request if necessary.
Q: Can I resend the authorization email if the client hasn’t responded?
A: Yes, you can resend the authorization request from your Client Index.
Q: What happens if the client rejects the authorization request?
A: You will not gain access to their profile or dashboard. The client must approve the request for access to be granted.
Q: Can I withdraw an authorization request after sending it?
A: No, authorization requests cannot be withdrawn. The client must either approve or reject the request.
Q: How can I track the authorization status of a client?
A: You can view the status of the authorization request directly from your Client Index.
Q: What should I do if the client takes too long to authorize access?
A: Follow up with the client directly and resend the authorization request if needed.
Q: Can multiple advisors manage the same client account?
A: Yes, but each advisor must request individual authorization from the client to gain access.
Q: Can I assign a different advisor to a client I’ve added?
A: No, each advisor must independently request authorization from the client.
Q: Is there a limit to the number of clients I can add to my Client Index?
A: No, there is no limit to the number of clients you can add.
Q: What happens if the client changes their mind about the degree of access they granted?
A: The client can modify your access level at any time.
Q: Why is the client’s company marked as inactive after being added?
A: The company will remain inactive until a subscription plan is selected. Either the Advisor or the Client can activate it.
Q: Can I manage a client’s subscription plan?
A: Yes, Advisors can subscribe on behalf of the client if authorized to do so. Check out our article on Advisor Subscription here
Q: What should I do if the company description generated from keywords is incorrect?
A: The description can be updated later by the client in their Company Settings.
Q: Can a client limit my access to specific areas of their account?
A: Yes, clients can choose the areas you are allowed to access during the authorization process.
Q: What if the client authorization email link doesn’t work?
A: Ask the client to retry using the most recent email. If the issue persists, resend the request or contact support.
Q: How can I contact support for issues with adding a client?
A: Use the support bot on the website or email support@diligentsia.co.uk for prompt assistance.