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Create a client without services

For admins only.

If you have an administrator that needs access to the Admin Portal but does not need a meeting room or an audio conference, you can create a client without services. Assign the client to the site you want them to manage.

Note: Make sure you have the client's email address. This will be their login ID for the Admin Portal.

To add a client without services:

  1. On the Administration menu, select Client Management > Add a Client
  2. On the Add a Client page, under Profile, assign the client to a site. The site sets the Admin Portal URL for the client.

    If you are a Hub Group Admin or CCA, you must select a site. CCAs must also select a company.

    Note: If you are a Hub Admin, both company and site are already selected.

    View example »
    AddAClient-ProfileInformation-Profile_cropped.png
  3. Select an admin level for the client's user type.  
  4. Enter the client’s contact details, email address, and update the client's phone number.
  5. Click [+] Address and enter the user’s physical address.
    View example »
    EditAClient-ProfileInformation-Address_cropped.png
  6. Optional. Click [+] Billing Information and define default billing, reporting codes, or both to include in all meeting reports for the client.
    View example »
    AddAClient-BillingInformation_cropped.png
  7. Click [+] Products, and then select Provision no products for the client.
    View example »
    AddAClient-Products-ProvisionNoProducts_cropped.png
  8. Click Save. The Admin Portal creates the client and sends a welcome email.

    When finished, a success page displays key details about the new client.

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