My Clients

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Create Customized Websites for Your Clients

My Clients has the following options:

Search: Search your My Clients database
Create New Client: Create a new client website
Paging controls: Set number of pages, navigation controls, page size, and list totals
My Clients list:
- Edit: Edit a client website.
- Archive: Select the icon to archive a client website. Archived websites are inactive but are not deleted. To view archived websites in search results, check the Include Archived? box. To restore an archived website, select Un-archive.
- Delete: Delete a client website
- Name: Client name
- Owner: Dealer owner of the client website
- Client Website: Select Preview to preview the My Sharp client website
- Last Email Date: Shows the most recent email date

Create a New Client Website

Select Create New Client.
Complete the step 1, 2, and 3 fields.

Step 1. Client Name:
- Name: Enter the client’s name.
- Site Focus: Select Training or Sales
Step 2. Sales Representative Contact Information:
- Sales Representative Email: Enter the client’s sales representative e-mail address or select Use My Email.
- Sales Representative Name: Enter the name of the sales representative to be displayed in the Contact Us panel.
Step 3. Customer's URL: Enter text that will be part of the URL path. Be sure to use all lowercase letters without spaces.

Select Next.

Step 4. Upload Client Presentation (Optional)
The Client Presentation link will appear as the main call to action button in the side panel of the website. It is recommended to use it for the most important document to your client.
- Select Upload File.
- Browse your device and select the file. Select Open. The file will begin uploading to the site.
- After the file has been uploaded select Edit icon (pencil).
- Update the Button Text that will be displayed. Select Update.
- To delete Presentation select Delete icon (X).

Logo & Banner Ad Images & Links. (Manager, Owner, and Administrator only)

Notes:

This option is only available for dealership managers, owners, and administrators.
Custom banner image file must be a GIF, JPEG, or PNG that is 63 pixels high by 300 pixels wide.
Advertising image file must be a GIF, JPEG, or PNG that is 63 pixels high by 244 pixels wide.

Step 5. Logo & Banner Ad Images & Links.

The Custom Logo Image has three options.

None (Default)
URL: Enter the URL of the dealer logo (e.g. https://www.dealerwebsite.com/MySharp_Client_Logo.jpg).

URL requires the dealer to host images on their website. Cloud file storage and sharing services (e.g. OneDrive, Dropbox™, Google Drive™) are not supported.

File: Choose a file from the drop-down menu or select Upload New File.

The Banner Ad Image has three link options.

None (Default)
URL: Enter the URL of the dealer logo (e.g. https://www.dealerwebsite.com/MySharp_Client_Ad.jpg).
URL requires the dealer to host images on their website. Cloud file storage and sharing services (e.g. OneDrive, Dropbox™, Google Drive™) are not supported.
File: Choose a file from the drop-down menu or select Upload New File.

The Banner Ad Link field allows you to add a URL destination when the user clicks the advertising image. Choose to add a URL or leave the default as no link destination.

Step 6: Add Additional Links.

Create a list of quick links that you’d like your client to have access to. These links will be displayed in the Additional Resources area of the side panel.

Select New Link to add a text link in the side panel of the customer’s My Sharp website.
- Step 1. Enter Your Link Text: Enter the display text for the link.
- Step 2. Enter Your Link URL: Enter the URL link.
- Select Save Changes.
To edit the Text or URL of an existing Link select the Edit icon (pencil).
To delete an existing Link select the Delete icon (X).

Add Products

Step 7: Add Products

Add, edit, or delete the products featured on the client My Sharp website.

Check the Quick Setup box to automatically assign all available products, documents, and demos.
OR
Select Add New Product to add a specific product.

Note: Only one product family can be added at a time.

Add a New Product

Select a product.
Select Product Models:
- All models
- Selected product models only
Select Quick Setup/Manual Setup:
- Quick Setup
- Manual Setup
Manually Add Demos:
- Category: Select a category of available demos
  
  Available categories (varies by product):
  - All (Default)
  - Administration
  - Copying
  - Document Filing
  - Embedded Web Page
  - Faxing
  - Network Printing
  - Network Scanning
  - Printing
  - Scanning
  - Supplies
  - Security
- A list of Available Demos will be displayed (varies by Category). Choose individual demos from the list or Select All.
- Select the Select Demos >> button to save your selections. The saved demos appear in Step 5: Manage Selected Demos.
Select Save Changes

Get Started