Add new client to a company
- Go to Manage > Client Administration.
- Click on name of the company for which you want to add new client account.
- Click on 'Add' icon appearing above the list of client accounts.
- Enter client's information:
- First name
- Last name
- Job title (optional)
- Company name (You need to select the company's name from the drop-down menu. If the company name is not in the drop-down list, then you need to click on 'Ad company', enter the name of new company and click on 'Save.')
- E-mail address
- Telephone number (optional)
- Address (optional)
- City (optional)
- State/Province (optional)
- Zip/Postal code (optional)
- Country (optional)
- Tick mark on 'Send invitation email immediately after creating the account.', if you want to send the invitation mail to the client after creating the account.
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