If you have a new staff member commencing with your team, we recommend that they have their own login for Client Manager.
We will need some information about the user that we are to create:
- First and Last Name
- Email Address
- Relevant Modules you would like to subscribe to for this user (by default, all users must have at least the Core Module)
Once created, we will send these login details back to the user/individual who has requested the login as well as adjusting your overall subscription to reflect the new user.
We recommend that users never share logins to ensure that changes made to records are accurately captured by the automatic audit trail.
If you have any questions, please email our support team at email@example.com