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This is where the Service Provider Administrators' settings can be configuredThe Service Provider can create new Administrators and update existing ones on the Claritum system. An Administrator is a Service Provider employee who uses the Claritum system to manage Customer Projects.


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  1. From the main menu, select Administrators.

    Expand
    titleThe Administrators page displays


  2. Click the New Administrator button.

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This is where you can configure the various Administrator functions (what the Administrator can and can't do in the system).

Click the checkbox to select / deselect the function and click the Save button.

Note

The Administrator functions aren't described here as a full description for each one is provided on the Permissions page itself. 



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Customers

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This is where you can specify which Customers the Administrator has access to.

Customers can be searched for, added and removed.

Add a Customer

  1. Start typing the Customer name in the input field. When the name appears, select it.

  2. Click the Add button.

  3. Click the Save button.

Delete a Customer

  1. Click the delete icon 
    Include Page
    Delete icon
    Delete icon
    next to the Customer.

  2. Click the Save button.


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