You can add additional users and contacts to your Client Area. Users can login to your Client Area and receive email notifications. Contacts cannot login. They will only receive email notifications:
Add a User
- Login to Client Area.
- Click "HELLO, YourName!" on the Client Area Menu.
- Click "User Management".
- Type in the user's email address (below "Invite New User"). You must use an email address different from your account email address.
- Select "Choose Permissions" and select the permissions you want to grant to the user.
- Click "Send Invite".
- Done!
The user will receive an email with a link to sign up as a user under your account. Ask them to click on the link and complete the sign-up process to be able to login to your account.
Add a Contact
- Login to Client Area.
- Click on "HELLO, YourName!" on the Client Area Menu.
- Click on "Contacts".
- Add your contact details. You will need to use an email address other than your account email address.
- Click "Save Changes".
- Done!
