Client

Through the Client page you can perform the following actions:

• Create New Client
• Edit Client
• Delete client

Create New Client #

To create a new client, complete the following steps:

1. Click the Client option, The clients list that includes all the clients in the system will displayed.

2. Click the New button at the top right menu. a pop-up window is displayed.

3. Enter the client basic information.
4. Select the Weighted Word Profile for the client to be linked to.
5. Click the Active check box if you need this user to be an active user on the system.

Edit Client Account Information #

To edit a client account information, complete the following steps:

1. From the Clients page, click the Edit button in front of the client that you need to edit its account info. The Client-Update pop up window is displayed.

Delete Client #

To delete a client, complete the following steps:

1. From the client page click the Delete button in front of the client that you need to delete its account. A confirmation message is displayed.

2. Click the Yes button. The client account is deleted and removed from the clients list.