Create Client's Sites

Create a client’s site

  1. On the Client’s Sites page, click the Add New Site on the right.

    • Only members with permission to create/edit a site are able to see the button.

  2. Enter values in required fields with client’s info and click Add New Site

  3. Once successfully created, the new site is shown in the table.

  4. A welcome email is sent to client’s email with temporary login credentials.

  5. The client must log in and change the temporary password as instructed.

    • This step will also create a new user and automatically assign it to the user group Client.

  6. After the password is successfully updated, the site is now ready to use.

Last updated