Overview

In Super, a Client represents a family, individual, or entity that you manage or support as part of your firm’s services. Each client has their own dedicated workspace where you can track assets, documents, relationships, reports, and more — all in one place.

Clients are the central organising unit on the platform, helping you streamline everything related to their wealth and affairs.

➕ Adding Clients

Adding a client in Super creates a dedicated workspace to manage their assets, documents, relationships, and more.

1. Go to the Clients section in your dashboard.
2. Click “Add Client” or the + New Client button.
3. Fill in basic details:
4. Click Save to create the client profile.
5. Once created, you can:

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You can always edit client details later from the client profile page.

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✏️ Editing Clients

1. Go to the Clients section in your dashboard.
2. Select the client you want to edit.
3. Click the “Edit” button (usually top-right of the client profile).
4. Update any of the following details:
5. Click “Save” to apply your changes.

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Changes are reflected immediately and are visible to all team members with access to that client.

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