CLIENT ACCESS GROUPS

BY

The Client Access Groups function allows users access to a list of clients, without needing to grant each user access to each client manually.

Creating Client Access Groups

Go to the Administration Menu at the top of the screen. Select Static Settings and then Client Access Groups.

The screen that opens will reflect all Client Access Groups already loaded on the system. To add a new Client Group, click on “Click here to add a new row” and populate the Group Description field.

Adding Clients to a Client Access Group

Double click on the Clients hyperlink next to the Client Access Group you want to add clients to. If any clients have already been added to the group, they will appear on this screen. To add new clients click on the dropdown and the list of available clients will appear. Click on the client to add it to the group.

Once done press the “Save” button.

Allocating Users to Access Groups

Go to the People Menu at the top of the screen. Select Client Access.

Double click on the view hyperlink next to the relevant User Name.

Select the Client Access Groups Tab - the client groups that the user has access to will be displayed.

To add new clients groups to the user profile, click on “Click here to add a new row”. A drop down of available client groups will appear. Select the client access group to be added, and select the “Save” button.

The User will now have access to all of the clients that are in the selected Client Access Group.

Disclaimer and Copyright

DISCLAIMER

Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.

In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.

EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.

Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.

COPYRIGHT

This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.

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Sandton

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