Articles on: General

How to add a new client login

Log in to your account and go to “Accounts” in the tab on the right.

Choose an account you’d like to add your client to.

Click on “Client” on the left.

Click on “Create a new client login” and fill out the form. Choose the role (Basic or Self-service).

Updated on: 03/11/2024

Was this article helpful?

Share your feedback


Thank you!