Create a client

To create a client

Select Core > Clients.
Select Create Client
Enter the client name.
(Optional) Enter identifier.
Select Create Client.
The client now appears in your client list. You can go ahead and add locations to this client. See Locations for more details.

View a client

You can take a number of actions from the client detail page:

Actions	Details
Impersonate a client	Select to begin viewing details as the client would.
Edit a client	Select to make changes to the name or identifier.
Configure a client	Select to add or remove feature access from the client.
Assign a client to a Door	Select to assign a client to a door.
Assign or Unassign Carriers	Select to assign or unassign a Carrier to the client.
Suspend a client	Select to suspend the client.
Create a sub client See Sub-clients	Select to create a sub-client for the client.

Select View as Client.
You can now navigate around HQ pages viewing it as your client.

Select Configure.
Toggle on the features you want to enable for the client.
All toggles lists as ON now appear for the client.

Select Assign to Door.
Select the doors you want to assign to the client.
Select Assign Client.
The door is now assigned to the client. You can confirm this in the LOCATIONS & DOORS tab.

Select Assign/Unassign Carriers.
To assign, select any carriers not currently assigned to the client. A confirmation message appears.
To unassign, select any carriers currently assigned to the client. A confirmation message appears.

Select Suspend.
The client now appears on the Suspended list. You can confirm this from the Core > Clients page, under Suspended Clients.