Creating a Provider or Client

1. Login to Admin > User Management.
2. Click Create New User
3. 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).
4. Check Send Welcome Email

This will send email to the user inviting them to join the platform and create their own password.

5. Click Save

(Optional) Once a client is created, you will need to associate him/her to a provider in their organization.