Adding/Editing a Client

Owned by Former user (Deleted)
Last updated: Sept 23, 2016 by Rashmi Likhite

To add/edit a Client:

  1. From the main menu, click on Add > Client.
  2. 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.
  3. Enter the other details like the Name, Email, Phone, Time Zone, etc
  4. Under the Client Hierarchy drop-down, select the parent client if you are creating a child client. For more on client hierarchy, refer here.
  5. Fill in other details under the different tabs.
  6. 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.