How to Transition a User to a Client

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 “client” 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.