How to Transition a User to a Client
Posted by
Support Team
on
February 17, 2025
â Updated on
August 17, 2025
Learn how to transition a user to a client within the platform.
1. Click “Account”
2. Click “Lifecycle”
3. Review Lifecycle
Click the ellipsis next to “Client” then click “Edit Lifecycle Stage” to review.
4. Client Lifecycle Stage
Scroll down to view the Client Lifecycle Stage. Once an account is updated to the Client Lifecycle Stage, the system automatically initiates several actions such as assigning resources, assessments, videos and sending the Client Welcome Message.
5. Click “Accounts”
Click “Accounts”.
6. Select a client
Select a client
7. Click the client’s current Lifecycle Stage
Click the client’s current Lifecycle Stage.
8. Lifecycle Options
Select âclientâ from the list.
9. Updated Lifecycle
Notice the Lifecycle Stage has updated for the user.
By following this guide, you can effectively transition individuals into clients.
