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Clients Admin List
Only Admin users can manage client information on the portal. To open the Client Admin Clients admin list select Clients from the Admin menu.
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To edit a client click on the client's name in the admin list. The details and settings that you can edit are shown below. To save any changes click on the SAVE button at the bottom of the page. To return to the admin list, either click on the BACK button or click on the Clients link in the title bar.
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If the Use IP Restriction is option ticked, clients will only be permitted to log into the client portal from certain IP addresses. To add a new permitted range add the IP addresses to allow from and to and then click on the add icon
Adding a Client
To add a new client click on the ADD A CLIENT button at the top right of the Clients admin list.
Enter the details and settings for the client (see above) and then click on the SAVE button. Client
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name and office are the only required fields.
After saving you will be able to add contact users and edit any other settings.