How do I create a client?

You can create a client using the Add New Client button on the Client tab.

Once all details have been supplied and submitted, the client receives an email to notify them of their account set up.

Please note that every client must have an email address to use the platform and each email address can only be used once, as the email address is a unique username when accessing the system.

Once submitted the client is then required to set up a password and log in to review the details input and then accept the Terms & Conditions of the platform, as well as any product declarations.

A video guide of how to create a new client can be found here: https://p1-im.co.uk/p1-platform/p1-platform-video-guides/