To add/edit a Client:
- On From the main menu, click People, and then click Clientson Add > Client under People section.
- From the action drop-down
, click on Add Client. - In the new pop-up window, enter the login credentials : Login, Password and Confirm Password. These fields can be left blank if you do not want the client to login.
- Enter the other details like the Name, Email, Phone, Time Zone, etc
- Under the Client Hierarchy drop-down, select the parent client if you are creating a child client. For more on client hierarchy, refer here.
- Fill in other details under the different tabs.
- Click Save.
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A Client can configure his/her own dashboard by clicking on the Dashboard tabto see reports after logging in. The client will only see those reports which are shared with them. |
To deactivate a Client:
- On From the main menu, click Settings, and then click Company.
- In the Users And Clients section, click Client Accounts.
- In the Clients window, point on View > People > Clients.
- On the displayed page, point to a client, and click from the action actions drop-down and then click, Deactivate.
- The client will be deactivated and will not be able to login to Celoxis.
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