VIDEO: Creating a Test Client

IMPORTANT: You should take a minute and evaluate if you might be best off running in "Company First" mode. to understand what Company First Mode is, CLICK HERE


VIDEO: Create a test Client to get familiar with SuiteDash

You'll need to use a unique email. If you have an extra email address, just use that. Or,  if you know the Google 'unique email' hack, that works here as well.

Two users cannot be logged in using the same browser. Before clicking on the confirmation link in the Portal Access Invitation Email sent to the test Client email address, you'll need to make sure you're logged out of your SuiteDash account. You can also open a different browser or use the Incognito/Private mode of the same browser.

For more details on Staff Roles, etc... click HERE

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