Steps to add a new client.

 

1. Choose List Clients from the drop-down menu of Clients. Then click on the Add Client button on the right top side of the screen.



2.  By clicking on the 'Add Client' button, a dialogue box will appear as below:



Below are the 7 sub-heads for adding a new client. Click on them to learn about them.

  1. Client biography
  2. Location
  3. Auth
  4. Auth Services
  5. Client guarantor
  6. Related files
  7. Custom Properties


(New Feature)

3. To remove the option to Add New Clients



Simply go to Admin/Select the Key Icon for the access of the group you wish to remove the permission from filter Page Category by clients and select the one that says 'ClientBiographyAdd' as Service with the Description of 'Add New Client To Site' and uncheck both boxes all the way to the right and Save. 



Log out and log back in to view the change.