How to create a client profile

  1. Navigate to Clients > General in the menu.

  2. Click +Add.

  3. Set client E-mail, First Name, and Last Name. The set of fields may vary depending on the registration wizard settings.

Upon successful registration, an email notification on successful registration will be sent to the user. Note that a password is not set: the user must reset password at first log in. You can also set the password for the user and send it also by the email.

You can add detailed information about the client: click the client in the clients list and fill out the form.


Admin Allowed Client Tags are assigned by default to the created client.