Creating a new Client User can be carried out by the Agent, or the Client if the correct
permissions are given.
1. Log in to Paydashboard with your Agent user name and password.
2. From your Agency dashboard select CLIENTS.
3. If you have permission to manage the client, you should click MANAGE.
4. Scroll to USERS and click ADD USER.
5. Enter the details. Those marked with ‘*’ are mandatory and allocate the Client Permissions
needed. Click CREATE once completed.
The new user will now receive an email to welcome them to PayDashboard and to create a
password.