Adding Clients

Video:  Adding Clients & Sites

Step-By-Step: Adding Clients

Adding Clients

1. Click on Client & Site then click the Add New Client button.
   
   
   
   
2. In the following window indicate the client’s company name, if you would like for them to receive incident reports, and click Submit.
   
   
3. Next click on Add Now to the right of the client name, under the Client Users section.
   
   
   
   
4. Enter the information for this user.  Once you are done click Submit. The client level user will be able to see all the reports for all the sites at that client.