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  1. On the main menu, click People, and then click Clients.
  2. From the action drop-down Image Removed Image Added, click on Add Client
  3. In the new pop-up window, enter the login credentials : Login, Password and Confirm Password. These fields can be left blank if you do not want the client to login.
  4. Enter the other details like the Name, Email, Phone, Time Zone, etc
  5. Under the Client Hierarchy drop-down, select the parent client if you are creating a child client. For more on client hierarchy, refer here.
  6. Fill in other details under the different tabs.
  7. Click Save.

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