
In order for your client users to log into their client site, you must first add the client to the Client Organization. Navigate to the main "Client Organization" Page for that client and scroll down to the section, "Client Users." Select the Add button in this section and the "Add Client User" Page will appear.
User Name (required): Up to 16 characters - the name with which the client will login to the client site
Full Name: Last and First Names
Title: (optional) Client's job title
Client Organization (required): Drop-down of existing client organizations in the system
Email (optional): used for notifications
Work, Home, Mobile, Fax Phone Numbers Comments
Password (required): Up to 16 characters, letters, numbers, case-sensitive
Click the "Save" button when finished and the "Client Organization" Page will appear.