Manage Clients

Basic Search | Advanced Search | Edit Client | Move Client | Claims Reporting | Reset Passwords | Login as Client

From the Manage Clients section, you are able to add new clients, view and edit information about existing clients, view their usage information, and log into a specific client's instance.

Searching Clients using Basic Search

1. From the Clients menu, select Manage Clients 
2. In the search bar, type in the name or part of the name of the client
3. Click the green Search icon to conduct the search which will only include the clients in the current group

Searching Clients using Advanced Search

1. From the Clients menu, select Manage Clients
2. Click on Advanced next to the Search bar. In the Advanced search you have the option to search by organization name, policy number, and/or branding profile
3. Type in the search criteria
4. If you would like to search across all groups, check the box next to Include all groups
5. Click Search

View/Edit Basic Info for a Client

1. From the Clients menu, select Manage Clients
2. Select the name of the client you would like to edit/view
3. The Basic Info tab lists the basic information about the client. Here you can:
   1. Edit the Company name, Main Contact, and Contact email (all are required fields)
   2. Set the permission template if your host group has clients with different levels of access
   3. Set the branding profile if you are using the Co-branding feature (Co-branding profiles are established in the Setup menu)
   4. View the assigned group users
   5. View/edit the EULA acceptance status
4. If making any changes to the Basic Information, click Save to confirm changes

Move Client to a Different Group

1. From the Clients menu, select Manage Clients
2. Click on the name of the client you would like to move to a different group
3. Select the Move tab
4. From the drop-down menu, select the new group you would like to move the client to
5. Click Save

Setup Claims Reporting for a Client

Note: In order to setup claims reporting for a client from the Manage Clients area, the claims contact(s) must have first been setup from the Setup menu

1. From the Clients menu, select Manage Clients
2. Click on the name of the client you want to setup claims reporting for
3. Select the Claims Reporting tab
4. Use the check boxes to indicate which claims contacts should be assigned to the client by line of insurance
5. Click Save

Reset Client Account User Passwords

1. From the Clients menu, select Manage Clients
2. Select the name of the desired client
3. Select the Users tab
4. Click the Reset icon to the right of the desired user
   • Email Subject: Login and password reminder…
   • Sending address: [e-mail]

Log in as a Client

1. Select Manage Clients from the Clients menu
2. Click the icon in the Login column to the right of the desired client
3. Select the client account user to log in as
   • The Primary User is always at the top of the user list
4. Click the user dropdown menu in the top-right of the client site and select Return to go back to the administration site

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