Set up a Client

 
 
 

Create a client to store customer details, such as name, address, and contact details. If the client is already created for an existing customer, you can skip this step.

To set up a client, complete the following steps:

  1. Log in to rCloud.
  2. Click the Accounts tab (Clients is the default selection).

    rcloud-help-shadowprotect-01.1.jpg

  3. Click ADD CLIENT.

  4. Enter the name of the client (required) and any other of the optional fields you wish to populate.

    rcloud-help-shadowprotect-02.1.jpg

  5. Click SAVE.

 
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