- Login to Admin > User Management.
- Click Create New User
- Enter user’s First and Last Name, Email Address, User Type (select client if you wish to create a client account), Organization, Location (always select a location, even if it only provides one option), Timezone, and a temporary Password (eg. Password123).
- Check Send Welcome Email
This will send email to the user inviting them to join the platform and create their own password.
- Click Save
(Optional) Once a client is created, you will need to associate him/her to a provider in their organization.