How to Add a New Client User

To add a new client user, you must have the “manage users” permission level. Follow these steps to complete the process:

Step 1: Access Account Settings

1. Open your web browser and go to the login page.
2. Enter your credentials and log into your account.

3. In the top right-hand corner, select your username.

4. Click Account Settings.

5. Step 2: Add a New User

6. Navigate to the Users tab.

7. Click "Add New".

8. Enter the following details for the new user:

   • First Name

   • Last Name

   • Email Address

   • Username (It is recommended to use an email address as the username.)

9. Step 3: Assign Permissions

10. Select all the permissions you want the new user to have.

11. Click Save to finalize the addition.

12. Step 4: User Activation

• The new user will receive a welcome email containing instructions to create their password and log in.

By following these steps, you can successfully add a new client user to the system.