✅ Before You Begin
Make sure you’re logged into the Myn Portal. You’ll need access to the portal’s main dashboard to complete these steps.
🔹 Step-by-Step Guide to Add a New Client
1. Go to the "Clients" Section
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Once you're logged in, look at the left-hand menu.
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Click on “Clients”.
2. Open the "Client Records" Tab
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After clicking "Clients", you’ll see a list of your active clients, if you already have them.
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At the top of the page, click on the “Client Records” tab.
3. Start a New Client Invite
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On the "Client Records" page, you’ll see any previous invites you’ve sent.
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To invite a new client, click the “Create” button in the top right corner of the screen.
4. Fill Out the Client Record Form
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A form will appear asking for your client’s details.
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Fill out all required fields carefully (such as name, company, email, etc.).
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Double-check the information. This will be sent to the Myn Operations Team, so it needs to be accurate.
5. Submit the Client Invite
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When you're sure all the information is correct, click the “Create” button at the bottom right of the form.
6. What Happens Next?
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Your client invite will be sent to the Myn Operations Team.
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They will review the information, set up the client account, and vet the client before onboarding.
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This process might take a little time, so don’t worry if you don’t see the client right away.
📧 Need an update?
If you're unsure about the status of your invite, email: support@myn.co.uk
✅ Summary
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Go to Clients → Client Records
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Click Create
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Fill out the form and submit
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Myn Ops Team takes it from there!