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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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Expand

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

Customers can be searched for, added and removed.


OptionDescription
All CustomersIf you select this option and click Save, the Administrator will be able to see and administer all Customers in the system.
Selected CustomersIf you select this option and click Save, the Administrator will be able to see and administer only those Customers added here.

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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