If you would like to add a new account into Indio manually, we have created a simple process for creating a new client within the platform. To begin, take a look at your home screen. You should see a list of accounts that are assigned to you. Within the upper right hand corner of this box, you will see a button labeled New Client:
After clicking New Client, you will be prompted to fill out a couple of pages of client details.
Should you have an integration with Indio, here is where you would input the AMS Code to import the client directly:
After the client details are entered, click Create Client. A client page is created for the account with account level details available on the right hand side of the screen.
Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com.
Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.