User/Client Management

User/Client Management

FAQ - User/Client Management

Client Groups

Client Groups allow you to group together clients. This way you can grant an agent access to all of their reports. These groups can be used with clients who have multiple locations that require individual reporting, but also require one person to have complete data access. You can also create groups of client groups if the need is there.
  1. Click on Administration in the left navigation menu.
  2. Click on Client Groups.
  3. Click on the plus sign (+) next to the header Client groups.
  4. Choose a Group type from the drop down menu.
  5. Click into the Client group name field to name your Client group.
  6. Click into the Clients field and either type the name of the client or choose it from the drop down menu. Repeat this step until all of the clients that you'd like in the group are listed.
  7. You can also select Custom Branding for Client groups.
    1. Click on Select logo to browse for an image for both dark and light backgrounds.


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