- Click ‘Click Here’ in the e-mail to approve the new Client. This displays on the Client Details page.
- Click ’Approve’ to add the Client to the Client List
Once approved, an automatic email is sent to the Requestor on the approval status.
The approved Client is added to the Client List.
Note: The Client Approval process can be skipped / automated, if required in the Setup. If so, once the New Client form is submitted, the Client is automatically added to the Client List.
Click ‘Cl List’ to access the Approved Clients.