How to Add a New Client to Your Shirofune Account
Introduction
One of the most common questions from users is: How do I add another client to my Shirofune account? The process is simple and can be done from any part of the platform. This article provides step-by-step instructions.
Steps to Add a New Client
1. Locate the New Business Button
- The New Business button is available no matter where you are in the Shirofune interface.
- It can be found in the MCC (Manager Account) view or within an individual account.
2. Click New Business
- If you are in the MCC view, click New Business to open the account linking screen.
- If you are already inside an account, the New Business button will still be visible in the top right corner.
3. Follow On-Screen Instructions
- After clicking New Business, follow the step-by-step prompts to link the new client account.
- The process is quick and straightforward, ensuring seamless account management.
Comments
0 comments
Please sign in to leave a comment.