Self-Service Client Creation for Corporate Services Providers (CSPs)

Kristina Cardona
Kristina Cardona
  • Updated

Overview

Corporate Services Providers (CSPs) can create sub-client accounts directly within Talexio through their main CSP account without submitting a request to the support team. When creating a sub-client, the user is automatically granted Admin access level to the new entity and has it linked to their account. All sub-clients automatically inherit the Billing Reference ID from their parent CSP entity.

Sub-clients can be added through the main CSP account. If clients would like to use this feature, they need to reach out to the support team to have it enabled.

Permissions

The user who creates a sub-client is automatically granted Admin access level to the newly created sub-client entity and will have it added as a linked account.

 

How to Create a New Client Account

  1. From the main left-hand menu, navigate to Clients.
  2. Click on the + Add New Client button located at the top right of the page.
  3. In the Add New Client pop-up modal, complete the following input fields:
    4. Field Name Field Type Description
    Client Name * Text Input
    Required     		Enter the full legal or trading name of the sub-client entity.
    Preferred Domain Text Input
    Optional     		Enter a custom domain prefix. If left empty, the client name will be used automatically.
    Industry * Dropdown
    Required     		Select the primary industry sector from the pre-populated dropdown list.
  4. Click Create to complete the setup.

Closing or terminating a client account cannot be done directly within the portal and must still be handled by contacting the support team.

 

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