Step 1: Create an Agent profile.
- On the menu bar, click Profile > Agent to create a new agent profile.
- Enter the Profile Name (i.e. Thomas Jones), Last Name & First Name.
- Scroll down until you find the field Branch No. From the drop-down, select the appropriate branch number.
- Click Enter additional information if needed.
- Click Save
/set%20up%20to%20use%20clientbase%20online_1_11.png)
Step 2: Create a User Login
- Go to Tools > Settings > User Logins and click
- Enter Login Name, Password, User Name, Title, E-Mail, and very important, from the drop-down find the Agent Profile you created and link it.
- Select the appropriate Authorization and Security Level.
- Save.
Click here for additional information on Security Levels.