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 tabled list of all existing and active user accounts (also known as team member accounts). The accounts are listed by user name, email address, status, and role.
By default, only the team members with active status are listed. You can click on “Show inactive” to view all team member accounts.
Add a Team Member
To add a team member click on the “Add new” button. This will take you to the “Add New User” form. Enter the team member’s 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 team member. This will automatically send them an email message containing their ProClient account login credentials.