Adding Clients
Only those with admin capabilities are able to add clients.
Click the “Client” drop-down menu on the top menu bar.
Select “Add New Client”.
On this page you will need to fill in the client information in the fields shown; name, account type, phone number, fax number, email, address, city, province, and postal code.
Finally, click “Submit” and you have created a new client!
Related Articles
Merging Clients
***Please note once this action is permanent and once it has been completed it cannot be undone. Step 1: Select “Clients” and “View Clients” from the menu at the top of your dashboard. Step 2: Choose the more button with 3 lines beside the add new ...Adding Donors
Click the “Client” drop-down menu on the top menu bar. Select “View Clients”. Beside your client’s name click “View”. In the Donor section click the green “New” button. Fill in the donor’s information; first and last name, date of birth, donor ID, ...Adding Multi-Users
Step 1: Select “Clients” and then “View Clients” from the menu at the top of your screen. Step 2: Select “View” beside the company you would like to add the multi-user to. Step 3: At the bottom of the page you should see the section called “Account ...Adding DER Users
Only those with admin capabilities are able to add users. *A Designated Employer Representative (DER) is an employee authorized by the employer to take immediate action(s) to remove employees from safety-sensitive duties or cause employees to be ...Adding Custom Tests
Adding Custom Tests The custom test feature is a great option for those TPAs that offer a variety of services and testing options. If there is not an option already created for your specific testing needs, you now have the option of adding your own ...