Knowledgebase:
Add a User to a Client
Posted by , Last modified by S2C Staff on 08 June 2015 10:23 PM

In order to add a New User to a Client, follow these steps:

Mouse over Client Management on the top menu bar, navigate through Client List and click My Clients.

On the next page, you will see a table containing all of your clients.  Just mouse over Actions for the client you wish to add a user to, then click Manage User Logins.

 On the next screen, select Add New Login.

Now, complete the New User Form. Please notice rules 1 & 2 which specify the username and password requirements. Once you have filled in all the information, adjust the radio buttons for the upload preference and document access notice, then decide if you want the login information to be emailed to the new user, and click Add to complete adding a user to your client.

Thank you, please call in or Submit a Ticket or ask for Live Support if you have any questions.

877-251-3273

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