How Clients Can Create a Client Request

This guide explains how to create client requests as a client user.

Prerequisites

• The client must already exist (Learn How to Create a Client)
• A user associated with a client must exist (Learn How to Create a Client User)
• The user associated with the client must have the following permissions (Learn How to Give Permission):
  • backend.access
  • client_request.viewAny
  • client_request.treat
  • client_request.view

Steps to Follow

1. Sign In as a Client User

Sign in to the system using the client user credentials.

2. Access the Requests Page (Communication Menu)

To access this page, click Communication > Requests in the side menu.

3. Click the Actions Button

Within the Requests page, click the Actions button.

4. Click the New Request Option

After clicking the Actions button, click New Request.

5. Fill in the Form

Fill in the form fields with the necessary information to create the client request.