Manually Adding a Client ID

Overview

If a client does not currently have a client ID, you can add it.

  Note

This article is recommended if you add one or a few client IDs at once. We recommend importing clients via a CSV file if you have more than a dozen new client IDs to add.

When adding a client ID, keep the following in mind:

  • Once the client ID has been assigned, it can not be modified, edited, or changed.
  • The aliases are permanent and will re-add automatically even if they are deleted and saved.
  • The client ID must be 4 alphanumeric characters long and cannot contain any special characters.

Manually Adding a Client ID

  1. Sign in to the SmartVault Portal.
  2. Click Clients.
  3. Click the client’s name.
  4. From the Aliases (Advanced) field, click the plus (+) icon.
  5. For the Domain and Type fields, enter the information from the image below.
  6. In the Value field, enter the client ID. For example, “ABC1”.

      Note

    This field must contain the semi-colon that precedes the client ID.

  7. Click the Save changes icon.
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