Add Client to Account

Overview:

Clients can be added to an account from the Account detail page. Multiple clients can also be added using the "New User" feature.


Steps:

Add User

1. Log in to Sherpadesk with valid credentials.

2. Click on "Accounts" in the side navigation pane.

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3. Click on account name.

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4. Select "New User" from the Actions dropdown.

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5. Search for the user in the search field.

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6. Click on the "Next" button.

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The user is assigned to the Account successfully.