How to Add/Create a Client in Partners Hub
This article explains how to create a new client profile in PartnersHub. Creating a client profile allows you to manage customer information, assign products and services, generate invoices, and provide support.
Prerequisites
Before you begin, ensure that:
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You are logged in to PartnersHub.
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You have the necessary permissions to manage clients.
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You have the client’s contact information available (e.g., name, email address, and phone number).
Step 1: Navigate to the Clients Section
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Log in to PartnersHub.
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From the main menu, select Clients.
3. Click Add New Client.
Step 2: Enter Client Information
Complete the required fields, including:
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First Name
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Last Name
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Company Name (if applicable)
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Email Address
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Phone Number
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Physical Address
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City
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Currency
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Province/State
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Postal Code
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Country
Note: Required fields are typically marked with an asterisk (*).
Step 3: Configure Client Settings
Depending on your organisation’s requirements, you may also:
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Assign the client to a specific client group.
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Set the preferred currency.
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Choose the preferred language.
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Enable or disable email notifications.
Step 4: Review the Information
Carefully review all the information entered to ensure it is accurate and complete.
Step 5: Save the Client
Click Save or Create Client.
If all required information has been entered correctly, the new client profile will be created successfully.