To create a client household,
- Log into the Workbench as an Adviser or Practice Manager
- Click the button + Add Client at the top of your dashboard.
- Enter data for the new client (Title, Middle Name and DOB are optional. These can be edited later) NOTE: Emails must be unique to each user, whether staff or client.Should you have an instance where a household shares the same email address? You can subaddress the email as a workaround to enter this into the Lumiant platform. To do this, you place a + before the @.Please see below for an example of this:
You can use a + before the @ to make the email appear unique. This is a method called subaddressing.
For example:
Client 1 - support@lumiant.com.au
Client 2 - support+1@lumiant.com.au
Client 3 - support+A@lumiant.com.au
Most email providers support this, and the client will likely receive all 'client' email communications using this method. In the above example, all the emails would be received by support@lumiant.com.au
- You will receive a confirmation notification that the client has been added, and the Household has been created. The client will default as the CFO of the Household.
You can click View on the new client in the client list to enter the Household to add a new client as a member to it.
- In the Household, click the Add person to household button to add the Non CFO
- This will open the Add Client widget. Here you can enter in the details of the Non-CFO. Once details have been entered, click Add Person.
- The Household details will be updated and the Household name will now default to both clients' names.
- If you are going to connect your Lumiant account to Salesforce or Xplan, you can edit the client details and add in External System and External ID (i.e. Xplan ID) for the client information to sync across.
Note, the first person you add will be assigned the CFO role, but you can edit this if required. See this Help article on how to do that.