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Adding clients and learners

Creating a client company under your MSP workspace, assigning seats from your pool, and giving them a starting locale.

Updated 14 Jul 2026

MSPs like to treat clients individually - that's exactly what happens inside Safe AI Habits.

Clients are separate dashboard rows, with separate reporting just as you'd wish for.

Adding a new client

From the MSP dashboard, click the Add client button (top right).

You’ll need the company name, primary contact name and email, and the client’s locale (UK, US, AU or CA).

The locale drives which legislation modules their learners see.

There's a separate help article for setting up 2FA for your learners here.

Assign licenses

By default a new client has no allocated licenses.

Use the next screen to assign licenses. Note they will be deducted from your total pool - also shown.

Invite learners

Finally - you can add your learners via the box shown - or via CSV - being careful not to change any of the column headings.

You can also bypass this step, if you'd like to come back to it - but do click the confirm button to finish setting up the client.

Your client is then set up and ready to go.

You can then set up another or head back to your dashboard.

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