How do I add a Client Login account?

Once a client user account has been saved, you can add an optional client login.

• Search for the User
• Select "Edit profile" from the drop-down menu next to the client's name
• Click “Add Login Account”
• Enter a login name that is easy for the individual to remember
• Scroll to the bottom and click “Save”
• Click “Print Instructions” and provide instructions to the client

Adding a client login does not affect billing as it does not add an additional user. The client user already exists in the database.

With a login account, client users are able to access all the features of CommonGround, EXCEPT completing a CommonGround Health Report. The function “Do My CG Report” is available exclusively through the “Switch to Client” function.