1. Make sure the Client Access template is available to the site.
  2. Determine which section will be used to contain clients.  Create a new section, if needed.  Client access will be limited only to users in that section.  If the primary section is used, then all users will have client access.
  3. Populate the Client section with users.  Clients must have "Submit" access in order to upload files.
  4. Determine which section will be used to contain client managers.  Create a new section, if needed.  Client managers will be limited only to users in tha section.  If the primary section is used, then all users can become client manager.
  5. Populate the Client Manager section.  Managers must have "Submit" access in order to upload files.
  6. On the Admin menu, mouse-over "Website Content" then click on "Client Access" to view the global settings.
  7. Require https: If checked, will switch the site to use secure sockets.  If a certificate is not set up on the site, users will be notified of this.  Data will still be encrypted if the certificate is not set up.
  8. Client User Page: The page used to manage the Client section user information.
  9. Client Section: The section designated to hold clients.
  10. Client Manager Section: The section designated to hold client managers.
  11. Create a page for the client interface, using the Client Access template.
  12. Secure the page allowing the client section and the client manager sections access.
  13. In the page options, set the page as a "Client View" page.
  14. Create a page for the client manager interface, using the Client Access template.
  15. Secure the page allowing the client manager section access.
  16. In the page options, set the page as a "My Clients" page.
  17. Assign the pages to menus if desired.
  18. Ensuring you are an administrator in the client manager section - you may have to log out and log back in - go to the client access page.  Click the "Admin" Link at the bottom of the page.
  19. Assign Managers to Clients.