To create a My Viva Plan account for a client:
- Select Clients
- Select Add Clients
- Select a membership group from the dropdown list. Enter the first name, last name, and email of the client(s) you would like to create accounts for, and select + Add. Repeat this step for as many clients as you are creating an account for.
- Select Upload and wait for the confirmation to ensure the client(s) have been added
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