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How to Create a New Client

  1. Login to the SafeWrite Dashboard, and access your client list. 
  2. Click on "New Client" button
  3. Select Client, then enter client details (required fields are noted by a red asterisk)
  4. Once Complete, Click "Next."
  5. Select the Modules you would like your client to be able to access.
  6. Click Next and follow the prompts.
  7. Enter in an email address and password to give your client to login, which will give them direct access to the system.
  8. Once complete click "Create new client"