- To do this, login, then using your account drop down in the top right of your window, select ‘All Clients’.
- Select the ‘Create User’ button in the top right.
- If your CRM has been connected, you will then be able to enter the client’s unique ID from your CRM, which will pull information from your CRM to create the client’s account.
- Please contact your System Administrator if you are unsure whether your CRM has been connected.
★ Admin and Power Users only This function is only available to those with an Admin or Power User account. If you don’t have access, but think you should, please contact your system administrator.