{"id":944,"date":"2024-11-25T20:00:00","date_gmt":"2024-11-25T20:00:00","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=944"},"modified":"2025-03-13T21:55:41","modified_gmt":"2025-03-13T21:55:41","slug":"adding-a-new-client","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/adding-a-new-client\/","title":{"rendered":"Adding A New Client"},"content":{"rendered":"\n<p><a href=\"https:\/\/diversiview.online\/contact\">Contact our Help Team<\/a> if you are a registered professional to get access to the Client Management feature. Once you get access, here is a step-by-step guide on how you can add a new client in Diversiview:<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-2c8bba71f43828aecc46df757928f6de\" style=\"font-size:25px\"><strong>1. Locate The New Client Option:<\/strong><\/h2>\n\n\n\n<ul>\n<li>The New Client option will now be visible in the navigation bar at the top of your Dashboard.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-17-1024x576.png\" alt=\"Access the New Client feature in Diversiview.\" class=\"wp-image-945\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-17-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-17-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-17-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-17.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-760bb013d50f0761ecf991cc103c15e1\" style=\"font-size:25px\"><strong>2. Creating A New Client:<\/strong><\/h2>\n\n\n\n<ul>\n<li>Once you click on &#8216;New Client&#8217;, a pop-up will open that will allow you to create a new client.<\/li>\n\n\n\n<li>Once you&#8217;ve entered your client&#8217;s email address and name, click the <img loading=\"lazy\" decoding=\"async\" width=\"73\" height=\"41\" class=\"wp-image-963\" style=\"width: 73px;\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/OK-Button-1.png\" alt=\"\"> button to save the changes. The new client will be added to your client list.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"832\" height=\"409\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-19.png\" alt=\"Create a new client in Diversiview to analyse and optimise.\" class=\"wp-image-955\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-19.png 832w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-19-300x147.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-19-768x378.png 768w\" sizes=\"(max-width: 832px) 100vw, 832px\" \/><\/figure>\n\n\n\n<p>For instructions on how to create a portfolio for your client to analyse and optimise in Diversiview, <a href=\"https:\/\/diversiview.online\/help\/?p=956\">click here<\/a>.<\/p>\n\n\n\n<p><strong>Ready to analyse and optimise your client&#8217;s investment portfolio? <a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> to your account today and get invaluable insights.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Contact our Help Team if you are a registered professional to get access to the Client Management feature. Once you [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"Adding A New Client | Diversiview Help","_seopress_titles_desc":"Diversiview lets you filter portfolio analyses by client. Learn how to add a new client into your professional Diversiview dashboard in a few quick steps.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[102,5],"tags":[],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/944"}],"collection":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/comments?post=944"}],"version-history":[{"count":10,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/944\/revisions"}],"predecessor-version":[{"id":1342,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/944\/revisions\/1342"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=944"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=944"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=944"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}