Adding Client Companies and Client Users

Erin Pierce -

Before processing orders, you will need to set up your client companies and any of their team members who will need to send orders and documents. Setting this up on the front end will save you time in the long run and will make processing orders that much more efficient! Follow the steps below for each of your clients. 

Step 1: ADD CLIENT. Click on “Admin” in the upper right corner and then on “Clients” in the drop down menu:

Screen_Shot_2018-03-14_at_4.47.35_PM.png

 

Step 2: On the clients page, click the blue button that says “+ Add Client.”

Screen_Shot_2018-03-14_at_4.49.14_PM.png

Step 3: Fill in your client’s details and settings, including their preferred Consumer access settings, and click “Create Client".

Screen_Shot_2018-03-14_at_5.03.39_PM.png

You can always edit these client settings by clicking "Edit Client":

Screen_Shot_2018-03-23_at_4.33.42_PM.png

 

Just make sure to save your changes!

Screen_Shot_2018-03-23_at_4.33.57_PM.png


Step 4: ADD CLIENT USERS. These are the individual contacts at each client company that can optionally be included on each order. Client users can create orders, add documents and communicate with your company. To add client users, click “+ Add User.” 

Screen_Shot_2018-03-14_at_5.08.59_PM.png

 

 

Step 5: Fill in the user’s information on the window that opens then click “create user.” 

*Please note: If you click the box next to "Is a manager?" the user will be able to see all orders for the company and grant/revoke other users' Manager status.  If they are not a Manager, they will only be able to see their orders. 

Screen_Shot_2018-03-14_at_5.09.55_PM.png

 

*If the user has been added to another one of your clients, you will just be prompted to confirm that it is the right user:

 

You can always adjust these client settings by clicking into the client user, and clicking Change in any section to edit it:

Screen_Shot_2018-03-23_at_4.36.15_PM.png

Just make sure to Save your changes!

Screen_Shot_2018-03-23_at_4.53.59_PM.png

 

Step 6: Repeat steps 4 and 5 until all of the client users have been added.


You have now successfully set up one of your clients. Repeat these steps until you have added all of your clients.

In order to add products for your client, please reference our Help Article on the subject

Related articles:

Adding a client user to multiple client offices

What does a client user account look like in Snapdocs?

Snapdocs for Client Users - Short Guide

How to add and edit Products

Consumer access to Snapdocs order

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.