Creating Client accounts allows you to manage and organize the people you work with directly within your business. You can create standard Client accounts, Group Admin accounts, or Assistant accounts depending on the level of access needed. This article will walk you through how to create a new Client account and explain the different account type options available.
How to create a client account
For step-by-step instructions with screenshots, see the Step-by-Step section at the bottom of this article.
Step 1: Go to the Clients page
Step 2: Click 'Add a Client'
Step 3: Choose an account type
Step 4: Fill out client details
Step 5: Upload photo & logo, if needed
Step 6: Click 'Create'
Creating a Client Account
Step-by-step:
Step 1: Click on the Clients tab in the navigation on the left-hand side of the page.
Step 2: Click the 'Add a Client' button in the top right-hand corner of the page.
Step 3: Choose the account type for the account that you need to create. When creating a new account, you can choose from several different Client Account Types depending on the level of access and permissions needed.
Client
A standard Client account intended for individual agents placing and managing orders. Clients can access their own orders, invoices, media, and account information.
Group Admin
A Group Admin account is designed for brokerage or office managers who need access to multiple Clients within a Group. Group Admins can typically view and manage orders, Clients, and account activity associated with their assigned Group.
Assistant
An Assistant account is intended for assistants or support staff working on behalf of a single Client. Assistant accounts can help manage orders and scheduling while maintaining separate login credentials from the primary Client account.
Step 4: Fill out the client details for the new account. Note: you can place a Client directly into a Group at this point. If the Group doesn't already exist, a new Group will be created.
Step 5: If you have it available, you can upload your new Client's photo and logo. Doing this ensures that their Marketing Kit materials are pre-populated with their images, giving a much more professional look to all of their marketing materials!
Step 5: Click the 'Create' button to create you new Client's account. They are now ready to place their first order!
For any additional questions, our Support team is ready to help you!
Call: (509) 515-3338
Email: Support@HDPhotoHub.com
Or use the chat button in your account for live assistance.