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Kevin O'Brien (Unlicensed)

Kevin O'Brien (Unlicensed)

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The 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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Details

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On the Details page, complete the required fields and click Save.


<<Not sure what Group refers to here. Not a 'cost-centre' type customer user group. Is it the Group that the Administrator administers? Should you be able to select them from a drop down of customer groups?>>

Note
titleNew Customer Details
The only mandatory field is Email. The other fields are to be completed at the discretion of the Service Provider. Some fields will be useful to one Service Provider, but not another. Fields can be easily edited after a Customer is created.



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Permissions

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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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