Clients¶

A client bundles its own resource pool as well as the associated folders, users, and access rights. This page gives an overview of the available functions; each function is described in detail on its own page (see “Related topics”).

First select Administration > Clients.

As a rule, one resource pool is created per client. Accordingly, you should work with only one resource pool per client.

Functions

• correct a client’s description by clicking the icon button Pen . Here you can change the name and notes.

• edit the client’s portfolio structure hierarchy by clicking the icon button Folder .

• create and edit an e-mail templates list for the client by clicking the icon button Mail .

• create a new client by clicking the New Client button.

• get a user list of the client and their roles by clicking the icon button .

• determine floating licenses of the client by clicking the icon button .

• delete a client by clicking the icon button .

• show all existing resource pool versions of a client by clicking the icon button and return to a previous resource pool version.

Related topics¶

• Client release — general access authorization for a user to work with a client

• Manage clients

• Create your first client

See also¶