Create a client login (Business)

When you want to create a login account for a user in your company who needs to have access to the administration, you can do this via the 'Settings' tab.

'Settings' tab

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  1. Go to the settings tab.
  2. Click on 'Client login' under 'User accounts'.

Adding a new account

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Click on 'New account' to add a new user account.

Template user

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Enter the user details here.
See this article for more information about the different User templates.

Filter

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Click on the filter here to add a filter to companies (a new Client login has by default access to all companies).

Select companies

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Select the companies and click on 'Save'.

Activating the user

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Finally, you activate the user by sending an email using the letter icon.

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