To add/edit a Client:
- On the main menu, click People, and then click Clients.
- 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.
A Client can configure his/her own dashboard by clicking on the Dashboard tab to see reports after logging in. The client will only see those reports which are shared with them.
To deactivate a Client:
- On the main menu, click Settings, and then click Company.
- In the Users And Clients section, click Client Accounts.
- In the Clients window, point to a client, and click the action drop-down and then click Deactivate.
The client will be deactivated and will not be able to login to Celoxis.
You can reactivate the user by clicking on the action drop-down of the client and then click on Reactivate.