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.
From the main menu, select Administrators.
- Click the New Administrator button.
Details
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?>>
New Customer Details
Permissions
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.
The Administrator functions aren't described here as a full description for each one is provided on the Permissions page itself.
Customers
This is where you can specify which Customers the Administrator has access to.
Customers can be searched for, added and removed.
Add a Customer
- Start typing the Customer name in the input field. When the name appears, select it.
- Click the Add button.
- Click the Save button.
Delete a Customer
- Click the delete icon
next to the Customer.
- Click the Save button.