Managing Clients and Accounts

Clients  and accounts are added to the portal from within HowNow - this ensures that the client in HowNow will be connected to the client in the portal. A client (company, trust, individual, etc) is added to the portal when the first account is added for that client. If the client is added directly into the portal, it will not be connected with HowNow. 


Note: Where HowNow is connected to the portal, the "New Client" button should be disabled to avoid clients being added directly on the portal. If it has not been disabled, please contact Business Fitness support to set the portal as connected to HowNow (this is a new feature and may not have been activated). You will also not be able to add accounts directly from the portal.



NOTE** If the Account email address needs to be changed then this must be done on the Portal. Please make sure any signing tasks have been removed first. 




A client is added to the portal the first time an account is invited to join the portal.


To add a new or existing account to the portal go to Contacts and right-click and select Invite to Portal. If you have not logged on to the portal recently, you may be prompted for your password.


   




After you have logged in to the portal, you will be shown the Add Account form. Either select an existing account or add a New Account. Review or add any of the details and press OK.



From that point the new account will be sent a notification email asking them to activate their account and set their password. Once accepted the account will show in the portal under the Invitation column as accepted. If the account does not accept and you need to resend the invitation, you can do that from the portal (note only accounts who have not accepted their invitation will be available to resend the invitation). 



NOTE** If the Account email address needs to be changed then this must be done on the Portal. Please make sure any signing tasks have been removed first.




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