Create Client
Creating a new client in PhotoBerry Studio allows you to manage client information and interactions efficiently. Follow these steps to add a new client:
Steps to Create a New Client
-
Access the Add Client Page
- In your WordPress dashboard, find the
PhotoBerry Studio
menu located in the sidebar.. - Click on
Add Client
under thePhotoBerry Studio
menu.
- In your WordPress dashboard, find the
-
Enter Client Information
- Fill in the required client details:
- Email Address: Enter the client's email address. This email will be used for communication and login purposes.
- Fill in the required client details:
-
Create Client
- Click the
Create
button to add the client.
- Click the
User and Client Integration
- When you create a new client, a corresponding user account is also created in WordPress under
Users > All Users
. - If a user with the provided email address already exists, a notice will be displayed:
"Your site already has a WordPress user with the email address [email]. Would you like to import this user as a client?"
- If you click
Yes
, all existing data associated with this user will be imported, and new role will be added to user "PhotoBerry Studio Client". - If you click
No
, the process will be canceled, and you may consider using a different email address.
- If you click
What is the "PhotoBerry Studio Client" user role?
- The "PhotoBerry Studio Client" role is a specific user role created by the PhotoBerry Studio plugin. Users with this role are recognized as clients within the plugin, allowing you to manage their access to galleries/sessions and interactions through PhotoBerry Studio.
By following these steps, you can efficiently add clients in PhotoBerry Studio, ensuring their information is correctly integrated and maintained within your WordPress site.