New client (or user) accounts may be established in your Greenfolder service using three methods:
1. Signing Up
1. Manager Creation
1. Bulk Importing

Signing Up

New users may browse to your Greenfolder server and click Not a User? Sign Up to create their user account.
new user sign up

Manual Method

Managers may also create new user accounts manually.
1. Browse to the Clients panel using the main menu.
2. Click Add a Client.

add client menu

  1. Fill out the client information form and click Submit.

Client accounts that have been created manually have unconfirmed email addresses and invalid passwords.

Confirming Email Addresses

Clients whose accounts have been created manually must confirm their email address to gain access to the system by clicking the Didn't receive confirmation instructions? link on the sign in page.
reconfirm instructions

Resetting Passwords

Clients whose accounts have been created manually must reset their password before accessing the system by clicking the Forgot your password? link on the sign in page.
forgot password

Bulk Importing

See Importing Your Data.

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