How to Set Up a New Trace Account/Software Subscription for Your Client

Step 1: Access the Partner Portal

1. Log into your Trace account.
2. Click on your profile in the top-right corner (this will display the first letter of your name).
3. From the drop-down menu, select Partner Portal.
4. You’ll now see a list of all your client accounts.

Step 2: Create a New Client Account

1. In the Partner Portal, click New Company.
2. Enter the required details for the new client.
3. Confirm that the client has approved the Trace membership fees before proceeding. This step will generate an invoice for your firm on behalf of the client. 
4. Click Create Company—the new client will now appear in your list.

Step 3: Set Up the Client’s Subscription

1. Select Choose Plan next to the new client’s name.
2. Fill out the form with the required details:
   • Plan type (e.g., Pro software license)
   • Currency (e.g., AUD)
   • Billing frequency (e.g., annual)
   • Any additional features the client needs

• Review the invoice breakdown on the right-hand side.
• Click Create Subscription and confirm when prompted.

Once completed, the selected plan will be added to the client’s account, and they’ll be ready to start using Trace!