in Getting Started

Quick Start: Administrators

If you are an administrator, you can follow these steps to get started right away:

Step 1:  Create feature package(s) for your clients

  1. From the drop down menu, select packages
    package_selection
  2. From the Manage Packages page, select Create New Package
    create_new_package_selection
  3. Choose what features you want in your package.  Hover over the blue question mark to learn more about that particular feature.
    select features
  4. You can set the maximum values for certain features.  Blank values have no maximum value (unlimited).  Be sure to give your package a name and click on Add Package
    maximum counts

Step 2: Add Client(s)

  1. From the drop down menu, select manage
    manage_selection
  2. From the Administrator Management page, select Add New Client
    add_new_client
  3. Fill out the new client form, assign a package to the client, then click on Add Client
    new_client_form

Step 3: Create client login(s)

  1. From the Administrator Management page, select Add User
    add_new_user
  2. Fill out the new user form, then click on Add User
    new_user_form
  3. Share the login credentials with your client