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Index

Client Index

 
This page lists all clients that reside under the current service provider.
 
A client provides a logical organizational unit with which to organize your operational work and protect your client information. Clients have facilities that represent the actual organizations where work is performed. The client layer allows you to control access to multiple facilities for larger organizations that roll up to a single client entity.
 
Client Index
 
1

Create New Client Link

1. Create New Client Link
Follow this link to create a new client.
2

View & Create Facility Links

2. View & Create Facility Links
View Facilities: Follow this link to view the facility index.
Create Facility: Follow this link to create a new facility.
3

View & Register User Links

3. View & Register User Links
View Users: Follow this link to view the client-level user index.
Register Users: Follow this link to create a new client-level user.
4

Client Action Links

4. Client Action Links
Edit: Follow this link to edit the current client.
Details: Follow this link to view the current client details.
Status: Follow this link to the current client getting started page.
Delete: Click this to set the current client to inactive status.