From the Dashboard
On the ProClient Dashboard, click your name, then Settings. On the Settings page you can view a selection of action buttons. Click on Users
User Accounts Manager
This will take you to the User Accounts manager. You will see a table that lists all existing and active user accounts. The accounts are listed by user name, email address, status, and role.
By default, is to show all inactive and active users. You can click on Hide Inactive to view only active user accounts.
Add a User
To add a User click on the Add New button above the top right corner of the table.
This will take you to the Add New form. Enter the users First Name, Last Name, Phone, and Email Address.
Setting a User Role
Under Role, open the dropdown selection menu. Choose one of the roles listed. You will be able to change the team member’s role later if you wish.
When you have entered all the required information, click on Save to add the new User. This will automatically send them an email message containing their ProClient account login credentials.