Adding Client Accounts

1

Access the Admin Portal.

(Need help to access it? Click Here)

2

In the grey sidebar, go to Customer Accounts. You will see a list of your customer accounts.

**NOTE : If you have never added customer accounts, the list will be empty.

3

Click on the + icon next to Customer Accounts.

4

Enter the email address, then click Send Invite to invite your client to create an account to conduct transactions online.

Tip

You cannot create a client account on behalf of your customer; they must do it themselves via the invitation email or the Account Application tab on your website. Here is the client account creation guide.