Table of Contents
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.
- Enter the client basic information.
- Select the Weighted Word Profile for the client to be linked to.
- 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:
- 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.