Clients are Authorized Users of Inteliguide. They can log in and view reports, contact management, and adjust their settings.
In order to view reports, they have to have one or more Locations assigned to their User Accounts.
Admin Users can accomplish this three different ways in the system:
- Assign Locations to Clients through the User Add form. Selecting the Role of Client while Adding or Editing a User will present a collection of Locations for selection. Select all relevant Locations and SAVE the Account.
- Manage Client Location Rights through the Assigning Client Bulk Action on the Locations List.
- Edit Clients on each Location Detail Page.
User Add Form
Locations List Bulk Action
Location Detail Page