> 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.

### <mark style="color:red;">**1. Creating an Account for Traders**</mark>

{% stepper %}
{% step %}

#### Create New Client

1. Navigate to **"Clients"**.
2. Click **"Create Client"**.<br>

   <figure><img src="/files/fOeCKA9ZuYxeshYXKSvV" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Fill in the Form

1. Select **"New Trader"**.\
   \
   ![](/files/0BuWF6U9N1Sl5kBzv0ul)
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"**.\
   \
   ![](/files/IWl2BYEBB5lroXYMYCL2)\
   ![](/files/QBOfodrtdJUe6Nhq2vTo)
   {% endstep %}

{% step %}

#### Handling Duplicates

1. If a client with the same **email** or **phone number** already exists, the system will display a warning message.\
   \
   ![](/files/4TaKT5o1TbSU6RT2yEXU)<br>
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 %}

### <mark style="color:red;">**2. Creating an Account for IBs**</mark>

{% stepper %}
{% step %}

#### Create New Client

1. Navigate to **"Clients"**.
2. Click **"Create Client"**.<br>

   <figure><img src="/files/uVQCfvoOUlABfm1mCgkB" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Fill in the Form

1. Select **"New IB"**.\
   \
   ![](/files/gzNSMdUgBCNsuY8KSwoI)<br>
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"**.\
   ![](/files/HPhsNNIWcH6WXi5epGcW)\
   ![](/files/qdqw1GK5QLgdGAv97KjL)
   {% endstep %}

{% step %}

#### Handling Duplicates

1. If a client with the same **email** or **phone number** already exists, the system will display a warning message.\
   \
   ![](/files/4TaKT5o1TbSU6RT2yEXU)<br>
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 %}