To create a client household, 

  1. Log into the Lumiant as an Adviser or Practice Manager

  2. Click the button + Add Client at the top of your dashboard.



  3. 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. 



    You can use a + before the @ to make the email appear unique. This is a method called subaddressing.

    For example:


    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



  4. 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 search for the new client in the global search bar, click on the client, and add a member to the household. 


  5. In the Household, click the Add person to household button to add the Non-CFO



  6. 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.



  7. The Household details will be updated and the Household name will now default to both clients' names.
  8. 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.