Manually create a client account

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.

  1. In the toolbar, click Clients.
  2. Click New Client.
  3. Select the Active Account checkbox if this account will be active.
  4. Enter the client's name, credentials, and contact information.

    Required fields are bold.

  5. Enter a primary and secondary email address.
  6. Enter a user name using up to 255 characters.
  7. Enter a password in the field or select Random to generate a random password.
  8. Click Save.

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