Clients
=======

.. :index:: Clients

|image0|

First select **Administration > Clients**.

Basically, a resourcepool is created for an individual client. Accordingly, you should work per client only with one resource pool.

**Functions**

- correct the client description by clicking on the icon button Pen |image1|. You can change the names and notes.
- edit portfolio analysis hierarchy of client by clicking on the icon button Folder |image2|.
- create and edit e-mail templates list for client by clicking on the icon button Mail |image3|.
- create a new client by clicking on the button **New Client**.
- get a user list of clients and their roles by clicking on the icon button |image4|.
- determine floating licenses of the client by clicking on the icon button |image5|.
- delete a client by clicking on the icon button |image6|.
- show all existing resource pool versions of a client by clicking on the icon button |image7| and  return to a previous version of resource pool.

.. |image0| image:: ../images/client.png
            :alt:
.. |image1| image:: ../images/id_stift.png
.. |image2| image:: ../images/id_folder.png
.. |image3| image:: ../images/id_email.png
.. |image4| image:: ../images/id_security.png
.. |image5| image:: ../images/id_license.png
.. |image6| image:: ../images/id_del.png
.. |image7| image:: ../images/id_receive.png

**See also**

.. toctree::
   :maxdepth: 2
   :includehidden:

   client_new.rst
   client_edit.rst
   client_folder.rst
   client_email.rst
   client_user.rst
   client_floating.rst
   client_del.rst
   client_resourcepool.rst