Use this guide to create a new client record in Navexa Pro.
Before You Start
In Navexa Pro, a client is the person record you manage in your Pro account.
Adding a client creates that person in your Clients list. You can then decide what to do next, such as assigning a portfolio, creating a new portfolio, or inviting the client later.
Add A Client
Open Clients from the left-hand menu.
Click Add Client.
Enter the client’s:
first name
last name
email address
Click Add Client.
The client will now appear in your Clients list.
What Happens Next
After you add the client, you can choose the next step based on how you want to manage them.
You can:
create a new portfolio for them
assign an existing portfolio to them
leave them as a client only for now and come back later
Adding a client does not need to send an invitation straight away. You can add the client first and set up the rest later.
Best Practice
Use these rules when adding clients in Navexa Pro:
add one client per person or login
use the client’s real email address so they can be invited later if needed
do not create duplicate client records for the same email address
add the client first, then decide which portfolio or portfolios they should access
Common Questions
Does Adding A Client Send Them An Invite?
Not always.
You can add a client to your Pro account without sending them an invitation straight away.
Can I Add More Portfolios Later?
Yes.
You can add the client first and assign or create portfolios later.
Why Can’t I Add The Same Email Twice?
A client record is tied to one email address and login.
If that person already exists in your Clients list, use the existing client record instead of trying to create a duplicate.