---
title: New Client Activation Guide
description: New client activation guide for adding clients, users, approval rules, utility vendors, and accounts
---

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2. [Management Company or Condo/HOA Board](https://help.leapap.com/management-company-or-condo-hoa-board?hsLang=en)
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# New Client Activation Guide

## Summary guide for activating new clients

This article is meant to guide you through the typical steps of setting up a new property (aka "client"). 

### **1. Adding a new client**

For new customers or if you are adding many new properties in bulk, new properties will be created by LeapAP and the setup will be done via a spreadsheet provided to you.

For adding individual properties (aka "clients"), users with Create Client permissions can [create properties](https://help.leapap.com/create_new_client?hsLang=en) within LeapAP by going to Settings → Create Client.

If you require Approval Rules at this property, you can [clone the rules from an existing property](https://help.leapap.com/clone-approval-rule-conditions?hsLang=en), or if you need a unique approval workflow, please contact us. 

### **2. Adding users and approval rules**

Users with Create User permissions can [create users](https://help.leapap.com/create-a-user?hsLang=en) by going to Settings → Create User, or you [can add permissions to existing users](https://help.leapap.com/manage-user-permissions?hsLang=en) by going to Settings → Users, Roles and Approval Rules, and clicking on the checkmark icon next to a user.

If you need to add an Approval Rule to a user, you can go to Settings → Users, Roles and Approval Rules, and clicking on the person icon next to a user.

***If you use Approval Rules at a property, please ensure that you've added the approval approval rules to any user with Approve Invoice permissions!** *

### **3. Adding utility vendors, accounts and login credentials**

Next up, let's take advantage of LeapAP's ability to automate your utility invoices:

1. [Add the applicable vendors](https://help.leapap.com/add-a-vendor?hsLang=en) by starting with Vendors → Add Vendors  (note: any utility vendors should be in the drop down list on page 2 of this process)

2. [Add the account numbers](https://help.leapap.com/add-vendor-account-numbers?hsLang=en), PAP/Auto-pay status and login credentials if you have them

### **4. Adding and inviting vendors**

For general vendors, you can [add them as needed to the new property](https://help.leapap.com/add-a-vendor?hsLang=en), or you can [invite / register them yourself](https://help.leapap.com/register-a-new-vendor?hsLang=en) if they are not already on LeapAP. 

### **5. Activating LeapAP payments**

The steps for activating payments at your property will vary for each management company. It's best to please contact us at contact@leapap.com if you're unsure of what's next for this step! 

- [Management Company or Condo/HOA Board](https://help.leapap.com/management-company-or-condo-hoa-board?hsLang=en#main-content)
  
  
  
  
  
    - [FAQ](https://help.leapap.com/management-company-or-condo-hoa-board?hsLang=en#faq)
    - [Vendor Management](https://help.leapap.com/management-company-or-condo-hoa-board?hsLang=en#vendor-management)
    - [Invoices](https://help.leapap.com/management-company-or-condo-hoa-board?hsLang=en#invoices)
    - [Utilities](https://help.leapap.com/management-company-or-condo-hoa-board?hsLang=en#utilities)
    - [Payments](https://help.leapap.com/management-company-or-condo-hoa-board?hsLang=en#payments)
    - [Admin](https://help.leapap.com/management-company-or-condo-hoa-board?hsLang=en#admin)
    - [Purchase Orders](https://help.leapap.com/management-company-or-condo-hoa-board?hsLang=en#purchase-orders)
- [Vendors](https://help.leapap.com/vendors?hsLang=en#main-content)
  
  
  
  
  
    - [FAQ](https://help.leapap.com/vendors?hsLang=en#faq)
    - [General](https://help.leapap.com/vendors?hsLang=en#general)
    - [Invoices](https://help.leapap.com/vendors?hsLang=en#invoices)
    - [Payments](https://help.leapap.com/vendors?hsLang=en#payments)

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