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The client can either be added via the Actions button or via the Add Client link at the top of the page.
To add a new Client you must fill out some mandatory fields such as First Name, Last Name, Username, and Email, and specify the Access type such as client, collaborator, or both.
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Fields like the manager, job title, and company provide valuable information for various purposes, such as role definition and assigning watchers. |
After adding the client portal users, they will receive an email notification inviting them to join the client portal.
The email will include a link to set up their password. Once they have set up their account, they can log in to the client portal.
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