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Manually create a client account

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Created by Steve.Hawkins, last modified by Anthony.Rinaldi_ret on Jul 18, 2016

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If client information is not in a format that can be easily imported, you can manually create each client account. The account information must include the client's name, email, and Web Help Desk login credentials, as shown in the example below. When you add a new client, the information is saved in the Web Help Desk database.

  1. In the toolbar, click Clients.
  2. Click New Client.
  3. Enter the client's name, credentials, and contact information. (Required fields are bold.)

  4. Update other options as needed. See the tooltips for more information.
  5. Click Save.

    If you selected the client option E-mail Client When Account is Created, Web Help Desk sends a confirmation email to the client.

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