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1		-(% style="text-align: center;" %)
2		-(% style="color:#2980b9; font-size:28px" %)**CLIENT ACCESS GROUPS**
3	3
	2	+**DISCLAIMER**
4	4
	4	+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.
5	5
6		-(% style="text-align: center;" %)
7		-(% style="color:#2980b9" %)**BY**
	6	+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.
8	8
	8	+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.
9	9
	10	+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.
10	10
11		-(% style="text-align:center" %)
12		-[[image:Client Access Groups_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
13	13
14		-{{info}}
15		-(% style="break-before: page; text-align: center;" %)
16		-(% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENTS**
17	17
18	18
19		-{{toc/}}
20	20
21		-
22		-{{/info}}
23	23
24		-(% style="break-before: page; text-align: center;" %)
25	25
26		-The Client Access Groups function allows users access to a list of clients, without needing to grant each user access to each client manually.
27	27
	19	+**COPYRIGHT**
28	28
29		-(% style="break-before: page; text-align: center;" %)
30		-== (% style="color:#2980b9" %)**Creating Client Access Groups**(%%) ==
	21	+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.
31	31
	23	+EBSphere (Pty) Limited
32	32
	25	+P.O. Box 785803
33	33
34		-Go to the Administration Menu at the top of the screen. Select Static Settings and then Client Access Groups.
	27	+Sandton
35	35
36		-(% style="text-align:center" %)
37		-[[image:1643370087321-272.png||height="595" width="394"]]
	29	+2146
38	38
39	39
40		-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.
41	41
	33	+[[image:Client Access Groups_html_8cba33b1e8c9fa24.gif||height="96" width="344"]] The Client Access Groups function allows users access to a list of clients, without needing to grant each user access to each client manually.
42	42
43		-(% style="text-align:center" %)
44		-[[image:1643370138526-928.png]]
	35	+**Creating Client Access Groups**
45	45
	37	+Go to the Administration Menu at the top of the screen. Select Static Settings and then Client Access Groups.
46	46
47	47
48		-(% style="break-before: page; text-align: center;" %)
49		-== (% style="color:#2980b9" %)**Adding Clients to a Client Access Group**(%%) ==
	40	+[[image:Client Access Groups_html_4d3f5857c7056b5f.png||height="367" width="237"]]
50	50
	42	+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.
51	51
52	52
53		-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.
	45	+[[image:Client Access Groups_html_fc616048c37c769b.png||height="120" width="489"]]
54	54
55		-(% style="text-align:center" %)
56		-[[image:1643370163574-589.png]]
57	57
58	58
59		-(% style="text-align:center" %)
60		-[[image:1643370187450-941.png]]
61	61
62	62
63		-Once done press the(% style="color:#2980b9" %)** “Save” **(%%)button.
64	64
65		-(% style="text-align:center" %)
66		-[[image:1643370212623-452.png]]
67	67
	53	+**Adding Clients to a Client Access Group**
68	68
	55	+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.
69	69
70		-(% style="break-before: page; text-align: center;" %)
71		-== (% style="color:#2980b9" %)**Allocating Users to Access Groups**(%%) ==
	57	+[[image:Client Access Groups_html_c3c7025656bcfd6d.png||height="79" width="487"]]
72	72
	59	+[[image:Client Access Groups_html_94704ecce967d8aa.gif||alt="Shape1"]] [[image:Client Access Groups_html_c58962d03e03baab.gif||alt="Shape2"]] [[image:Client Access Groups_html_9fcce0ddee24149a.png||height="291" width="292"]]
73	73
74		-Go to the People Menu at the top of the screen. Select Client Access.
	61	+Once done press the “**Save**” button.
75	75
76		-(% style="text-align:center" %)
77		-[[image:1643370245438-312.png]]
	63	+[[image:Client Access Groups_html_4a5ea09c64620aa0.png||height="124" width="484"]]
78	78
79	79
80		-Double click on the (% style="color:#2980b9" %)__view__(%%) hyperlink next to the relevant User Name.
81	81
82		-(% style="text-align:center" %)
83		-[[image:1643370267579-217.png]]
84	84
85	85
86		-Select the Client Access Groups Tab - the client groups that the user has access to will be displayed.
	69	+**Allocating Users to Access Groups**
87	87
88		-(% style="text-align:center" %)
89		-[[image:1643370314330-334.png]]
	71	+Go to the People Menu at the top of the screen. Select Client Access.
90	90
	73	+[[image:Client Access Groups_html_4d2e3fac1bdaf5.png||height="111" width="118"]]
91	91
92		-To add new clients groups to the user profile, click on (% style="color:#2980b9" %)**“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 (% style="color:#2980b9" %)**“Save” **(%%)button.
93	93
94		-(% style="text-align:center" %)
95		-[[image:1643370337971-308.png]]
	76	+Double click on the __view__ hyperlink next to the relevant User Name.
96	96
	78	+[[image:Client Access Groups_html_3d18db200ecdf2a9.gif||alt="Shape3"]] [[image:Client Access Groups_html_21862d49babe5c0b.png||height="78" width="438"]]
97	97
98		-The User will now have access to all of the clients that are in the selected Client Access Group.
	80	+Select the Client Access Groups Tab - the client groups that the user has access to will be displayed.
99	99
	82	+[[image:Client Access Groups_html_a034c6fc3671c2eb.gif||alt="Shape4"]] [[image:Client Access Groups_html_e3a98d3fb3c848ff.png||height="149" width="478"]]
100	100
	84	+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.
101	101
102		-(% style="break-before: page; text-align: center;" %)
103		-== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
	86	+[[image:Client Access Groups_html_f439d3aa108f0a1f.png||height="86" width="308"]]
104	104
105		-
106		-
107		-(% style="color:#2980b9" %)**DISCLAIMER**
108		-
109		-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.
110		-
111		-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.
112		-
113		-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.
114		-
115		-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.
116		-
117		-
118		-(% style="color:#2980b9" %)**COPYRIGHT**
119		-
120		-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.
121		-
122		-
123		-EBSphere (Pty) Limited
124		-
125		-P.O. Box 785803
126		-
127		-Sandton
128		-
129		-2146
130		-
131		-
132		-
133		-(% style="text-align:center" %)
134		-[[image:Client Access Groups_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
	88	+The User will now have access to all of the clients that are in the selected Client Access Group.

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