Weintraub: Create or Update a Client

Builders will be added as "clients" in CommunityCore.

Create a Client

• Click Projects in the left navigation
• Click the Clients tab
• Click the Create Client button
  

• On the Create a Client screen, fill out all required fields including:

  • Company Name

  • Address, City, State, Zip

• Make sure to add a check next to Online Permitting
  
• Click Save

Adding Online Users to a Client

When you add Online Users (these online users might be construction managers, for example) to a client, these users will be able to login to CommunityConnect and view project/permit/inspection details and request inspections.

• In the Client, click the Online Users tab
• Click the Add New User button
  

• Enter the user's email address, then click Save
  

• The user will automatically receive an email from CommunityCore asking them to finish setting up their account (they will create a password at this time). If they don't see the email in their Inbox, ask them to check spam/junk folders as well.

View Details About Online User

• Click the email address to view the user's profile
  

• Click General Information > Send Edit Profile E-mail to User to resend the account setup email to the user if they didn't receive the email the first time and haven't logged into the system.
  

• Click Notifications to view notifications the user has setup or to modify their notifications