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

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. The only two non-obvious fields should be Team and Currency.

FieldDescription
TeamA Service Provider can create 'teams' of Claritum system Administrators within their organisation. A 'team' is comprised of Administrators who can view and work on Projects assigned to other Administrators within the same 'team'. A 'team' is created by assigning the same Team name to two or more Administrators in the Details page form shown above.
CurrencyThe Service Provider can choose the currency they want to be used on the system for each Administrator.


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