1. Mursion Support
  2. Professional Services Guides
  3. Professional Services - Client Management

Professional Services - Create a Client

Only professional Service users can create new clients.

What is a Client

"Client" describes the organization that is working with Mursion to deliver simulations to their internal or external user base. 

  1. Log into the Mursion Portal
  2. Click the Client icon at the top of the screen
  3. Click Create Client
  4. Enter the client's information then click Create Client

    1. Industry: This dropdown is prepopulated with some common industries. If you would like to add an industry, click Settings in the navigation bar.
      1. Next, click New+
      2. Enter the name of the industry and click Create Industry
  5. On the next screen, click Add Account Owner and enter the Account Owner's information. If you have not yet designated an account owner, you can do this later. 
  6. When complete, click Create Client
  7. You will be taken to the client's new client page, where you can edit the client's information or create Projects, Teams, Sessions or add Users for your client