How to add a security client

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  • Length 29 sec
  • For Admins and dispatchers
  • Plan Every plan; client portal access on Pro and Enterprise

How do you add a new client in ForceVera?

Open Clients, click New Client, enter the client's name, email, phone and address, then click Add. As of November 2026, the contact gets an email to set a password, which opens their client portal on the Pro and Enterprise plans.

Step by step

  1. Open Clients and click New Client.
  2. Enter the client's name, email, phone and address.
  3. Click Add. The client's contact gets an email to set a password.
  4. Add the client's first post site.

Video transcript

Every site in ForceVera belongs to a client.

Open Clients and click New Client.

Enter the client's name, email, phone and address, then click Add.

The client's contact gets an email to set a password.

On Pro and Enterprise, that opens their client portal, with their sites, guards on duty, patrols and reports.

Next, add the client's first post site.

Start your free trial at forcevera.com.

See how the client portal works

These guides are general product information, not legal, licensing, employment, tax or compliance advice. You remain responsible for meeting the rules that apply to your business. Screens and features can change and depend on your plan, so a video may not match what you see. Names and data shown are fictional sample data. Terms of Service apply.

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