Partners & Affiliates · help center

Create a Partner Client Account

Create one client workspace with the correct industry, owner, plan, and setup responsibility.

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Gather the real client details

Before creating the account, confirm the legal or operating name, owner email, industry, country, timezone, service package, and who is responsible for onboarding.

Create once

Open Partner → Create Client, enter the verified details, and review the summary before submitting. Do not create a duplicate because an invitation or setup step is delayed.

After creation, enter the client workspace and complete account, team, compliance, billing, phone, integrations, calendar, agent, and company-controlled testing. Keep credentials and data scoped to that client.

Create a Client Account

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