Intermediary accounts: Clients
When you are logged into your Turn2us Intermediaries account, you can add clients to your account and save details of any benefits calculations and grants searches you do on their behalf.
To access the 'Clients' page, hover your mouse over the 'My Turn2us' option on the main navigation bar and click 'Clients' from the Intermediaries navigation bar.
This takes you to the Clients page. (See Screengrab below.)
Adding a new client
If you want to add a new client to your account, click 'Add new client' on the Clients page. Fill in the details and click 'Add Client' at the bottom of the screen. This will take you back to the main Clients page and there will be a message on the screen to say that your client has been added successfully.
You can view your clients by clicking on the 'View client details' link for the client you want to view. Or if you have a lot of clients or are a verified Turn2us user and want to find a client that another member of your organisation added, you can do a search using the search box.
If you click 'View client details', a page containing information about the client will appear. The client's name will not be displayed. You can check it by clicking 'Show client name'.
On this page there are various options you can choose:
Click on the relevant box or link to access the option you want.