How to create a new client

1. To create a new Client, log in with your partner admin credentials to SoSafe’s Partner Platform and in the top-right corner, select + Add client.

2. On the Client details page:

   1. Enter the client name: this will be the client’s unique identifier across the platform and must be unique. The client’s name will also be used in the billing details.

   2. Add the client’s email domain(s): you can add multiple email domains by selecting + Add domain. Only users with email addresses from these domains can be added to user management.

   3. Set the default language: this language will be used for user-facing content across the application unless a different language is specified for individual users.

   4. Select Next.

3. On the Address page, enter the client’s headquarters address details and select Next.

   1. Note: This data will be used to automatically customize some of the phishing simulation emails to make them more realistic and tailored to the client.

4. On the Package page:

   1. Select the subscription duration.

   2. Select the number of user licenses.

   3. Select the package to purchase from the three available options:

      1. Phishing Simulation + E-Learning bundle

      2. E-Learning standalone

      3. Phishing Simulation standalone

   4. If the Phishing Simulation + E-Learning or E-Learning options are selected, the Add-ons for this package option will become available for selection.

5. Select Save to be redirected to the page to set up a New Client.

Note: Once a client is created, it cannot be deleted while the subscription is active.

Need more info on how subscriptions work? Check the Subscription Lifecycle Management article.

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• How to set up a new client