Add a Client

Important: You must be logged in as a Super Administrator to be able to add clients to the system.

To add clients to the Local Database:

  1. On the Dashboard, click the Case Management module.

  2. In the left navigation panel, click the Clients tab.

  3. Click the Add Client button above the Clients table. The Add Client dialog appears.

  4. Enter a Client ID and details for your client. For more information about Client IDs and how to create them, see Overview: Clients.

  5. When all information for the client is entered, click Save.