Add a New Client - Lockbox

Wendy Claypool -

To add a new client, click on "Create New" under the Lockbox Menu.



Enter the new client's information and create a password. Please note that passwords should be a minimum of 5 characters. We recommend using a consistent system such as their account number to make it easy to manage. You can also give employees within your company the ability to add their clients by checking the "Administrator" box. The employee's name will be denoted in red on the client list.



Once a client has been added, they will receive an e-mail (shown below) from you including a link to access their account. A separate e-mail will be sent with their user name and password for security purposes. To have this e-mail generate automatically, make sure that the "Send Password" box is checked (see image above).

 

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