Adding and Managing New Client Accounts

ADP enables you to add new client accounts, assign managers to an account, edit client account settings, and delete client accounts. The following video will show you how to manage new client accounts in ADP. However, if you prefer, a written step-by-step guide is available below the video for your convenience.

Step-by-Step Guide on how to Manage Your Client Accounts 

Step 1: Click on the gray silhouette button in the top right corner of ADP.

Step 2: Click on “Settings.”



Step 3: On the left side panel under the section labeled "Agency Tools," click on "Manage Clients."
 

Step 4: Click on the Options gear in the top right corner and select "Add Client."

Step 5: Fill out the required information to create a new client. Under General Information, the sections labeled “Full Name” and “Email” will automatically create a new user in the client account once saved. The “Company Name” will be the name of the Client (which also appears in the white-labeled URL), and the “Website” will be added to the Site Traffic page, where tracking code can be accessed.

Step 6: Fill out the required Address of the new client. This information will be automatically added under the Company Profile, and is required by CAN-SPAM to send emails.