Logo/icon

The company logo/icon links back to the main dashboard.

Edit Company

The section heading will show Company, and to the right of the heading, the three dots (…) will open the Company settings panel.

Home

This link takes you directly back to the main dashboard for this account.

Clients

This section shows all of your clients in one page.

You can view total values and perform calculations at the bottom of the table.

Select a client to view further details.

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).