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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From the main menu, select Administrators.
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title | The Administrators page displays |
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- Click the New Administrator button.
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On the Details page, complete the required fields and click Save. Image RemovedImage Added <<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 |
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title | New Customer Details |
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| 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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