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How to Create a Client User
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Written by Support
Updated over 11 months ago

A Client User is a member of your client's team who you wish to collaborate with in Whoa.

Video Walk Through:

Step By Step Walk Through:

Navigate to the client which you would like to add a user to by selecting "Clients" on the left hand menu bar. Then select the client from the list of clients.

Select "Client Users" in the top left. If it's the first time you're adding a client user, click the button that says "+ Add Client Users."

A side panel will appear on the right side. Fill out the required fields (Name and Email) and create a password for the client.

The client will use the password to login into their client portal.

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