Create a new client

1. Click Administration.
2. At the top level (your company), or at the group level, go to the Units tab.
3. Click Actions > Add client. HINT: A client is a separate portal environment. You can think of it as a separate portal, where only added users have access.
4. In the New client dialog box, fill in these fields:

• • Name
• Description (optional)
• Level (Start, Smart or Complete)
• Integration (accounting system)

5. Click Create. The client is added. You can add as many clients as you need.

6. Click Close when you are done creating the clients you need.

To go to the new client, click your user name button in the upper right corner, mouse over Clients, and click the client. If you have more than one customer (top level), you must select the appropriate Customer from the list to see the underlying clients.

IMPORTANT: When you create a connection to your accounting system, make sure you are in the appropriate client.

NEXT: Create a connection to your accounting system: Manage Data Connections)