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- From the main menu, click on Add > Client under People section.
- From the action drop-down
, click on Add Client. - 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.
- Enter the other details like the Name, Email, Phone, Time Zone, etc
- Under the Client Hierarchy drop-down, select the parent client if you are creating a child client. For more on client hierarchy, refer here.
- Fill in other details under the different tabs.
- Click Save.
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A Client can configure his/her own dashboard by clicking on the Dashboard tabto see reports after logging in. The client will only see those reports which are shared with them. |
To deactivate a Client:
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You can reactivate the user by clicking on the action drop-down of the client and then click on Reactivate. |