> For the complete documentation index, see [llms.txt](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/crm-back-office-user-guide-full-cn/5.-clients/creating-new-clients.md).
# Creating New Clients
You can create accounts on behalf of both Traders and IBs.
### **1. Creating an Account for Traders**
{% stepper %}
{% step %}
#### Create New Client
1. Navigate to **"Clients"**.
2. Click **"Create Client"**.
{% endstep %}
{% step %}
#### Fill in the Form
1. Select **"New Trader"**.\
\
2. The fields displayed here will match your configured registration form. For more details, refer to: [Registration Form](/crm-back-office-user-guide-full/crm-back-office-user-guide-full-cn/17.-settings/client-portal-login-registration-settings/registration-form.md)
3. Complete the required fields:
* **ID** – The CRM account ID. If left blank, the system will auto-generate one.
* **Referrer Code** – A unique referral code for this client. If left blank, the system will auto-generate one.
* **Name** – Client’s full name (**required**).
* **Nationality** – Client’s nationality (**optional**).
* **Code** – Country code for the client’s phone number (**required**).
* **Phone Number** – Client’s phone number (**required**, must be unique).
* **Email Address** – Client’s email address (**required**, must be unique).
* **Password** – The CRM login password for this client (**required**).
* **Owner** – Main point of contact (e.g., salesperson) (**optional**).
* **Participants** – Other staff involved in follow-up (**optional**).
* **Referrer** – Enter the referrer’s code to assign this client as their downline (**optional**).
* **Force User to Update Password** – Enable this to require the client to change their password upon first login.
* **Send Notification Email to the Client** – Enable this to automatically send login credentials to the client via email.
4. Click **"Create User"**.\
\
\
{% endstep %}
{% step %}
#### Handling Duplicates
1. If a client with the same **email** or **phone number** already exists, the system will display a warning message.\
\
2. In such cases:
* Inform the client that an account with the same email or phone number already exists.
* Advise them to log in with their existing credentials instead of creating a duplicate account.
{% endstep %}
{% endstepper %}
### **2. Creating an Account for IBs**
{% stepper %}
{% step %}
#### Create New Client
1. Navigate to **"Clients"**.
2. Click **"Create Client"**.
{% endstep %}
{% step %}
#### Fill in the Form
1. Select **"New IB"**.\
\
2. The fields displayed here will match your configured IB registration form. For more details, refer to: [Registration Form](/crm-back-office-user-guide-full/crm-back-office-user-guide-full-cn/17.-settings/client-portal-login-registration-settings/registration-form.md)
3. Complete the required fields:
* **ID** – The CRM account ID. If left blank, the system will auto-generate one.
* **Referrer Code** – A unique referral code for this client. If left blank, the system will auto-generate one.
* **Name** – Client’s full name (**required**).
* **Nationality** – Client’s nationality (**optional**).
* **Code** – Country code for the client’s phone number (**required**).
* **Phone Number** – Client’s phone number (**required**, must be unique).
* **Email Address** – Client’s email address (**required**, must be unique).
* **Password** – The CRM login password for this client (**required**).
* **Owner** – Main point of contact (e.g., salesperson) (**optional**).
* **Participants** – Other staff involved in follow-up (**optional**).
* **Referrer** – Enter the referrer’s code to assign this client as their downline (**optional**).
* **Force User to Update Password** – Enable this to require the client to change their password upon first login.
* **Send Notification Email to the Client** – Enable this to automatically send login credentials to the client via email.
4. Additional IB registration fields:
Depending on your CRM’s IB registration form configuration, you may see custom fields specific to your setup, such as:
1. Company Name
2. Total Number of Current Customers
3. Number of New Customers Opened Per Month
4. Current Total Funds
5. Year of Employment
5. Click **"Create User"**.\
\
{% endstep %}
{% step %}
#### Handling Duplicates
1. If a client with the same **email** or **phone number** already exists, the system will display a warning message.\
\
2. In such cases:
* Inform the client that an account with the same email or phone number already exists.
* Advise them to log in with their existing credentials instead of creating a duplicate account.
{% endstep %}
{% endstepper %}
