Clients

Manage clients

This section shows the clients that are set up in the system and whether they are restricted or not to particular users/user groups or not.  

There is also a search function to allow you to search for clients.  You will need to type in the part of the client name you are searching for and then select the search button .  This will search for clients containing the text you type.  To clear the search, you will need to select the X.

If you hover over a client name and select the  icon, you can edit the details for this client or view the details. You can also delete the client if no answer sets have been created.  You can also create a client user (see below).

Creating a new client

To create a client, select the plus icon . A pop up box will appear where you can enter the client name and select any security required for this particular client.

Adding and deleting security restrictions for the client

When creating a client, select the plus icon . A pop up box will appear where you can enter any security required for this particular client.  To add a user/user group to the list of people able to access this client, go to the Search Users and Groups section at the bottom of the pop up box and select the plus icon for the users you wish to add.  The default will be to allow the creator and everyone.  

As soon as you select an individual or group, this will remove the Everyone option from the security.  To remove these, go to the Security section and move your mouse over the user or group you wish to remove and select the minus icon .   If you remove all individual users or groups, it will revert back to Everyone being able to access this client. You can also amend the security at a later date by selecting edit from the answer set details screen.

Creating a client user

From the main manage clients menu, if you hover over a client name and select the  icon you have the option to create a client user.  This will allow you to share an answer set with a client (see Answer Sets section).  The client will be automatically assigned a user name (a unique number) and you need to enter their email address and culture.  The client user will get a different log in screen and will only be able to see the details for them as a client and not any other clients.

Once a client user has been created, if you hover over the client name select the icon you can edit their details, delete the client user or view the client user details.

The client will be sent an e-mail asking them to confirm their password.  Instructions for the client can be found in the user guide for client users.