How To: Client management

As an administrator, you access the client management via the menu tree under:

MASTER DATA
--> Clients

Creating a new client

To create a new client, click the "New client" button in the button bar and fill in the "Name" and "Description" fields.

The name of a client must be unique and may only be assigned once!

Then click "Save & Close" to return to the list of all clients, or click "Save" to continue editing the form.

• In the "Options" tab, general options such as company logo, time zones and other self-explanatory settings can be defined.
• Under the "Prefixes" tab, abbreviations must be assigned for short names, user names and personnel numbers.
• Through the "License assignment" tab, the client receives the valid licenses for the desired Webdesk functions.

The action can be interrupted at any time with the "Back" button.

Editing an existing client

The filterable and sortable data table shows all clients stored in the system.
Clicking the edit icon takes you to the detail view of the selected client. In addition to the editable features already mentioned, you can manage the client's permission for certain actions (=functions) or delete them here, and make client-related settings for the individual Webdesk modules.

"Actions" tab

Under Actions you will find a complete list of all Webdesk functions that are currently enabled for the respective client. Here you can add new action permissions as well as delete or edit existing permissions of the client. More on this under: How To: Authorization control.

"Modules" tab

Here you will find specific settings that affect the most important system parameters of the respective Webdesk modules with regard to the entire client. These are presented here in a user-friendly way as "quick settings". For the full configuration scope, see the admin area of the respective modules.

Depending on your Webdesk configuration, not all modules may be visible.