A quick video on how to add Clients or Team members



Step 1: Log into the MalCare dashboard.


Step 2: Go to Account and a drop-down menu will appear. There are Clients and Team option on the menu.



Step 3: Clicking on either of the options will take you to the relevant page. On the Client tab there is an Add New Client option. In this page, you can see all your Client information whenever you want.



Step 4: Enter the Client's name, email address, company, address, notes, and the website they are assigned. Click Add.




Step 5: Here you can see the list of your clients and manage them. You can delete them by clicking the can icon.


Step 3: And on the Team tab, there is an Add New Team Member (i.e. team members) option. Here you’ll see all information about your team members under Contributor Information.



Step 4: You can assign the team member their role, name, email address, company name, and give multiple site access, if required. 


Step 5: Here you can see the list of your team members and manage them. You can delete them by clicking the can icon.