en:new_user

How to add a new client and connect it by ID

1. Go to the “Companies” tab in the “Settings” menu:

2. Click on the “+” icon and select the required action:

* Add new company: Add a new, local company to the Prep Center, as a result - a new ID will be assigned.

* Connect prep client: Add an existing client to the Prep Center. Enter the client ID, click on the Check button and if a client with this ID is in the system - it will be shown. Click on the client's title and the Save button. After that, the client must confirm the connection to the Prep Center from his account.

* Create new prep client: Create a new client and connect him to the Prep center. Enter the name of the company and an e-mail, to which a notification will be sent (the checkbox in the “Notify user by e-mail” field must be active):

3. More functions are available in the settings of a specific company. Click on the edit icon on the right, then click on the +/basket button:

* Mute company: Deactivate the company. This action can be canceled if necessary, to do this go to the Muted tab and click on the icon to the right of the company name:

* Pending connections: List of companies, for which the client didn't confirm the connection for his part to the Prep center. You can send a notification to the client from here if necessary.

  • en/new_user.txt
  • Last modified: 2022/05/29 12:27
  • by simon