Client Company

View client company details

1. In the Client company list, click on the name of the desired client company
2. Check the displayed details
3. Navigate to other tabs for additional details

Filtering for demo client companies only

1. Click the icon in the Client company list to open the Advanced Filter window
2. In the opened window, uncheck the “Companies” box and ensure only “Demo companies” is selected
3. Click OK to apply the filter

Filtering client companies excluding demo ones

1. Click the icon in the Client company list to open the Advanced Filter window
2. In the opened window, uncheck the “Demo companies” box and ensure only “Companies” is selected
3. Click OK to apply the filter

Filtering by company status

1. Click the icon in the Client company list to open the Advanced Filter window
2. In the Company status dropdown, select the desired status (e.g., Activated, Deactivated, etc.)
3. (Optional) Adjust the checkboxes for Companies and/or Demo companies as needed
4. Click OK to apply the filter

Include client company in company group

1. In the Client company list, click on the name of the desired client company
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 client company from company group

1. In the Client company list, click on the name of the desired client company
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

Note: Removing the client company from the company group will revoke all roles that were assigned for users through that group.

Check company membership

1. In the Client company list, click on the name of the desired client company
2. Click on the Company groups tab
3. Under Included in company groups, review the list to see which groups the company belongs to
4. If needed, use the Search field to locate specific group names

Activate/Deactivate services

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

Check licensed services for a company

1. In the Client company list, click on the name of the desired client company
2. Click on the Services tab
3. Check the list of all services associated with the company

View service activation and deactivation dates for client companies

1. In the Client company list, click on the name of the desired client company
2. Click on the Services tab
3. Under the Activation date and Deactivation date columns, review when each service was activated or deactivated
4. You can use the search fields at the top of each column to filter specific dates or ranges

Filter by service status

1. In the Client company list, click on the name of the desired client company
2. Click on the Services tab.
3. Use the Status dropdown to filter services based on their current state

View client company change log

1. In the Client company list, click on the name of the desired client company
2. Navigate to the “Change log” tab
3. View all changes made to the company

Export company change log

1. In the Client company list, click on the name of the desired client company
2. Click the “Change log” tab
3. Press the “Export” button

Inform users about role assignment updates for company

1. In the Client company list, click on the name of the desired client company
2. Navigate to the “Configuration” tab
3. Tick or untick “Inform users about role assignment updates”

Note: This setting manages whether users receive emails when roles are assigned in the context of the specified client company.

Check tenant ID and company ID

1. In the Client company list, click on the name of the desired client company
2. Navigate to the “Configuration” tab
3. Look for the tenant id and company id