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Additional client accounts can be created for any of the existing clients by any user with production manager access rights. To create a new client account for one of the clients:
1. Open Main tab of Client window.
2. Select the client, whose account you wish to create.
3. Click Client Accounts tab.
4. Click New button on Client Accounts tab.
5. Enter properties of the new account in New Client Account window.
| • | Enter the name of the new account in Account Name field. |
| • | (optional) Select Default Account check box if you wish to make new account default one for this client. This step can be done at any time later. |
| • | (optional) Select Client's Project Manager for this account. Client PM will be automatically set as PM of each project being created within this account. This step can be done at any time later. |
| • | (optional) Assign account managers to new account. This step can be done at any time later. |
| • | Click Apply button to apply changes. |
| • | Click OK button to apply changes and close window. |
| • | Click Cancel button to discard changes and close window.
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Creating an Account