Confirmation.community | How can I setup my client as a user?

  How can I setup my client as a user?

Published:  08/03/2015


  Answer:

During initial client setup you will note an option to send the client signer login credentials.. Client credentials can only be issued by the auditor, and access to confirmation data is limited. If the client is already setup, go to the Client Information tab for that client and select the signers name from within the Client Profile area. From within the Signer Profile area select the "send registration to client" option.
 
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