> ## Documentation Index
> Fetch the complete documentation index at: https://help.ciclostrategy.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Setting up a new client account
> Create a linked client workspace from your partner dashboard in under a minute — connected to your account from day one.
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## Why this matters
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.
## Create the client workspace
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.
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.
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.
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](/consultants/document-to-dashboard) straight 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.
## The value you're delivering
* **Ready before the kick-off** — a new client workspace stands up in under a minute.
* **Linked from day one** — full access to manage the account on the client's behalf,
immediately.
* **Less admin, more billable time** — one account, every client, instant switching.
## Related
