Create a New Client

Updated on Dec 04, 2023

Within the Hierarchy, click [...]
Click: Add New Client
1. If the company exists within the system, skip to Step 5.

3. Click Add New Company

4. Enter the required information in the new popup box. Once complete, click Save.

5. Enter/Select/Search: Company Name

Input Client information. Select the address associated with the company, along with Classification ID, Comments, Account Manager, and/or Account Associate, if applicable.
1. Select the address associated with the company. If the address is not listed, follow steps 1-4 below:
  1. Click: Add New Address
  2. Input new address details
  3. Click: Add
  4. Select newly added address

Input Client information (continued)
1. Classification ID is a descriptor of the Client.
2. Comments display on the Client Home page.
3. Selected Account Manager receives copies of all internal status update emails.
4. Selected Account Associate is the default sender of all automated emails, copied on all submission confirmations, manual requests, and sent all internal status update emails.

6. Click: Save

If Blanket Requirements exist, please continue to Setting up Requirements at the Client.

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