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Client Creation

Every client in the system is associated with a client type upon creation. For more on client types, see Client Controls.

Client Life cycle

This page provides information about different states a client can be in the system. Client life cycle is a term used to describe the progression of steps a client goes through in the system.

Clients Controls

Client controls assist in regulating the type of data permissible within the system. Listed below are the various options available.

Managing Clients

This page provides instructions on how you can manage a client once created. Once the client is created, you can visit the client profile to continue managing the client. For more information about creating a group, see Creating Client.