Creating a New Customer

In this article we will go over how to create a new client.

How to Create a New Client

To create a new client: 

1. Log onto your Guardtek Home Page as a Supervisor.

2. Hover over the Settings module and click on Client/Account Mgmt.

2023-gt-us-img (599).png

All of your current Clients (as were created with your Customer Success Manager) will be listed in alpha numeric order on the left hand side of the page:

2023-gt-us-img (600).png

3.  Hover over any Client and click on the copy icon. 2023-gt-us-img (597).png

2023-get-us-gif (11).gif

4. In pop up box click on the Add Customer option.

2023-gt-us-img (596).png

5. In the pop-up box, type in the name of the new customer you are adding in the Name field and then click the blue SAVE button at the bottom right hand corner.

2023-gt-us-img (598).png


6. The new client will now appear in the client list in alpha numeric order on the left hand side of the page.  The new customer is level 1.


For an in depth review of how to manage a new or existing client please see the Resource center article, Managing a New Client (Levels 1-4) 

Was this article helpful?
0 out of 1 found this helpful

Articles in this section

See more