Add a client

Before you begin

Create a new client

Select
Setup
, then
Clients
in Onvio Center
.
Select
Add
.
Enter an
ID
and
Name
.
Select the
Entity Type
for the client.
Optionally, you can select the client as confidential, add relationships, and grant Client Center access to the client.
note
Only individuals can access Onvio Client Center. Add an individual contact as a relationship, then grant them Client Center access on behalf of the client.
Each email address should be unique for the associated contact.
Select
Save
when you're finished.

Create a new client from an existing contact

Select
Setup
, then
Clients
in Onvio Center.
Select
Add
.
Enter an
ID
.
Select the
Select Existing Contact
at the beginning of the
Name
field
.
Select the Contact, then select
Save
.
Select
Save
again.