Every new engagement used to mean another login, another password, another place to lose track
of where you left things. Ciclo replaces all of that with a single partner dashboard —
every client you manage in one place, with each workspace linked to yours from the moment it’s
created. For a practice managing five, ten, or twenty clients, that’s the difference between
admin overhead and billable hours.
Click your name in the bottom-left corner of the screen and choose Manage
Organizations (it appears once you manage more than one organisation). The
Organizations page lists every client account connected to your partner account.
Select Create Customer Organization to start a new one.
The Organizations page, with Create Customer Organization
2
Create the client organisation
Enter the client organisation name — this is what they’ll see when they log in — then
choose a subscription plan (monthly or annual) and, optionally, a billing email
for invoice notifications. The new organisation starts a 14-day trial immediately,
with full platform access, five user licences, and your partner discount applied —
payment details can be added any time before the trial ends.
Creating a new client organisation
3
Confirm it's linked
The new organisation appears immediately in your list, connected to your partner account.
The list shows each client’s subscription status, user count, engagement level, and last
activity — so you can see at a glance which clients need attention.
4
Switch into the client workspace
Open the organisation from its row to switch into the client’s workspace, with full
access to manage it on their behalf — ready for a
strategy import straight away.
Every client organisation, one click away
Switch between client accounts at any time from your partner dashboard — no re-logins, no
password managers, no tab gymnastics. One partner account manages every client workspace.
