Creating a Client from SuperMate "Internally"

Creating a Client from SuperMate "Internally"

Guide for Creating a Client from SuperMate "Internally"

This article will assist you with importing a fund from Supermate directly onto your Cloudoffis audit portal. 

To review a demonstration on how to create an audit job for SuperMate clients, please click here

Select manage Clients

Select from the Audit Menu

Select Import New Client

Located at the top right of screen

Choose Add Client for SuperMate

Select from the pop up options


Enter SuperMate Login Credentials



Select Clients to Import

Once login credentials entered you will be presented with a list of funds you have access to, select the appropriate fund(s) 
and select Import Selected Clients
 

When imported you will receive the following notification
 
Select View Client List to return to Manage Clients page




To review a demonstration on how to create an audit job for SuperMate clients, please click here

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