How to manually create a client account
While it is very easy for your clients to create their own account using their email and password via the login page, occasionally, you may want to create an account for them.
- To do this, log in, then using your account drop down in the top right of your window, select ‘All Clients’.
- Select the ‘Create User’ button in the top right.
- From here you can manually enter the client’s details.
- Before you click ‘Add User’ to save, you can decide whether to check the ‘Send Mail’ box which will alert them to their sign up and send them an activation email allowing them to log in themselves in future.
Head here to learn how to import client details from your CRM and here for creating an admin account.
★ Admin and Power Users only This function is only available to those with an Admin or Power User account. If you don’t have access, but think you should, please contact your system administrator.