This article explains the steps necessary to:

• Create a new client user
• Assign folders to the new client user
• Add the new client user to a Distribution Group.

Requirements

• An Employee user
• The manage client users permission
• Changing a client email address or deleting a client user from the system both require the manage employee users permission.

Instructions

Create a Client User

1. Log into your Workspace account.
2. Click Files -> People.

3. Click Create Client.

4. Enter the Basic info for the new client including:
   • First Name
   • Last Name
   • Company
   • Email Address
   • Password (optional)
5. Click Create & Continue to create the client user or you can provide User Access to Folders. See Give Access to Folders section.

Give Access to Folders

• Assign Folders - Most commonly used to assign folders manually with or without adding user to a distribution group.
• Add to Distribution Group - Add new user to an existing group. The user will inherit folder access from the selected groups.
• Copy Folder Access from Existing User - Copy the folder access of an existing user. 

Assign Folders

1. Click Assign Folders icon on the Create New Client screen.

2. From the Assign Folders popup, select the folders you want to provide access to, then click Next:Set Permissions.

3. Set the folder permissions for the new client user and click Done.

4. Click Create & Continue to create the client user.

Add to Distribution Group

1. Click Add to Distribution Group.

2. From the Add to Groups popup, select the Group you want to add to the new client. Click Add to Groups.

3. From the Browse Clients list, you can review the new client status by clicking the Manage icon.
4. Click Create & Continue to create the client user.

Copy Folder Access from Existing User

1. Click Copy Folder Access from Existing User.

2. From the Copy Folder Access popup, enter the email address of the user you want to copy permissions from.

3. From the Browse Clients list, you can review the new client status by clicking the Manage icon.

4. Click Create & Continue to create the client user.