Client Management

Add a New Client

This tutorial will show how to quickly add a new client to the portal.

Click into the gear box next to the search field in clients.

Click Add Client and follow the prompts.

You can use the quick start by just adding the first name, last name and email address, or you can fill in all of the detail for each client.

The portal can be used either as a full CRM system or for quickly creating secure conversations and documents.