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How to Create a New Client

Can't get much training and phishing done without clients on the platform! Let's create a new one!

Phin's platform is multi-tenant from the start. We've built it specifically to make multi-tenancy easy. Creating a new client will add them to the "Your Clients" table in your partner dashboard. This will also give your partner admins access to all new clients. 

Creating a New Client

  1. Begin by clicking the Add A Company button at the top of your partner dashboard. 
  2. After clicking the Create a New Company button, you will see a pop-up on your screen to give your new client a name. 
  3. Once you've inputted a Company Name into the box, all you need to do is click Create Company to create the company. 
  4. If you would like to create multiple companies at once, select the box for Create Another Company. This will allow you to create multiple companies in one session.