Client management - OutKept Docs

To create a new client, navigate to Client management.

What you provide

You need basic information about the client along with details about their licences.

Field	Notes
Name	The client organisation name
Address, city, postal code, country	Standard organisation details
Phone number	Contact number
Amount of licences	The maximum number of licences you expect to need
Payment frequency	For example yearly
Licence start date	The date you want to start sending phishing emails, so we know when to start invoicing
P.O. number	Optional. Referenced on invoices related to this specific client

The maximum amount of licences is what you expect to need concurrently. We recommend rounding up a little to make sure all uploaded users have a licence.

There is a demo organisation option when creating a client. Use it for trials and demonstrations so test environments stay out of your billing.

Next

Once the client exists, run onboarding in their environment.