Adding and Managing Clients

  • To add a new Client, click the “Admin” tab.  In the dropdown menu, click “Manage Clients”
    1. Locate and click the “+Add Client” button.
    2. In the “Add New Client” window fill in Client’s:
      • First Name
      • Last Name
      • Email (this is not required)
      • SMS Phone (this is not required)
      • Voice Phone (this is not required)
      • User Name (you can choose how to generate the Client’s User Name by selecting “Generate User Name” or “Use email as User Name”, this is helpful if your Client does not have an email address.)
      • Select whether or not the Client is Active.
      • If you are adding a client within a sub-agency, select the sub-agency in which to add the client to by using the “Select Sub-Agency” dropdown menu.
      • You can select whether or not you wish to set up your Client now or later.
      • Once the account is set up, an email, text, or both, based upon the Client’s communication preferences, will be sent to your Client notifying them of the account creation.
  • Each Client has a “Manage Client Assignments” page that allows you to:
    1. Edit the Client’s contact information and preferences and reset their password.
      • Click on the pad and pencil icon next to the Client’s name to edit their information or reset their password.
    2. Have a quick snapshot of a Client’s assignment history.
      • Tools Waiting for Review shows a list of tools that have been submitted by the Client that need to be reviewed by you.
      • Tools in Progress shows the tools that have been assigned to the Client and those that have been started by the Client.
      • Reviewed Tools show all of the tools a Client has completed.