Client Company

View client company details

1. Click the the client company name
2. Check the displayed details
3. Navigate to other tabs for additional details

Include company in company group

1. Click the the client company name
2. Navigate to the “Company groups” tab
3. Click the “Include in company group” tab
4. Click the “Include in” link to add company to company group
5. Click the “Save client company” to apply changes

Exclude company from company group

1. Click the the client company name
2. Navigate to the “Company groups” tab
3. Click the “Included in company groups” tab
4. Click the “Exclude from” link to remove company from company group
5. Click “Save client company” to apply changes

Activate/Deactivate services

1. Click the the client company name
2. Click the “Services” tab.
3. Toggle the activation status of specific services by clicking Activate or Deactivate next to each service

Grant role

1. Click the the client company name
2. Navigate to the “Service access” tab
3. Choose a user, user group or support user from the list
4. Choose a role or role group
5. Check the “Action” column to see unsaved changes
6. Click “Save actions” to apply changes

Revoke role

1. Click the the client company name
2. Navigate to the “Service access” tab
3. Click the toggle button in the “Action” column and switch it from “None” to “Revoke” for the desired roles
4. Click “Save actions” to apply changes

View change log

1. Click the the client company name
2. Navigate to the “Change log” tab
3. View all changes made to the company

Inform users about role assignment updates for company

1. Click the the client company name
2. Navigate to the “Configuration” tab
3. Tick or untick “Inform users about role assignment updates”