Onboard a new client
Four steps. You can come back to any of them before the last one.
Organisation
Who the client is. Only the name is required.
Used to auto-approve teammates.
Internal only. The client never sees this.
Four steps. You can come back to any of them before the last one.
Who the client is. Only the name is required.
Used to auto-approve teammates.
Internal only. The client never sees this.