Registering and Provisioning a New Client

In this article, I will walk you through how to register and provision a new client. I will also show you how to activate/deactivate a client in the Admin Portal.

After logging into your Partner Admin Portal, click on the Clients icon in the left side tray.
click the blue Add new client button in the top right corner

PRO TIP: Use the search bar to identify the parameters for each product level.

Enter the Company information
Enter your preferred URL identifier and click Check availability to ensure that the URL is available.
- If it is available, you will see this message: Congrats! Your domain name is available.
Enter the Contact information

Notice that a banner appears at the bottom stating the following: Registration email will be sent to this user with instructions to change their password.
Click Next

Please ensure all information is correct.
Click the dropdown arrow for Create new client. You will be provided with two options.
- Create active client
- Create inactive client
Choosing the first option will immediately activate the new client. The second option creates the client as inactive. I will walk you through how to activate an inactive client below.

After creating the client, you will be taken back to the Manage clients section in the Clients module.
Toggle the Show Inactive bar at the top to show all inactive clients.
Click the new inactive client.
Under the Settings tab, click Activate/Deactivate Account.
This section is where you will find the option to activate and deactivate the client. Click Active
Click Save Changes
A small box will appear, confirming that the activation was successful.