Click the “Manage Client” from the menu, which will open the Manage Client page. The Active Clients will be displayed when the Client List page comes up.
To create a new client, click the “Add New Client” button at the top of the list on the right side:
Clicking the “Add New Client” button will open a pop-up window:
Each of the fields with a red asterisk (*) is a required field and must be completed in order to save the client information.
Client Name:[free text field]
Domain: [free text field – try to keep domain to an acronym or abbreviation. Also used for login purposes]
Title:[free text field]
Email:[free text field – enter the email of the main contact for this client]
Street Address: [free text field] Street Address: [free text field]
City: [free text field]
State: [drop down list]
Once completed you can Click on Add Client
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