General Settings
All available client info rules will be displayed on the Client Management homepage, where users can create a new client info rule or maintain existing client settings.
1. Create Client
Utilized when creating a new Client Info Rule ID. Users can also create new clients from an established Template.
2. Search Active Clients & More Actions Menu
Real-time search for existing clients. When a client is selected the More Actions dropdown menu will display.
3. Active Client List
All active Client Info Rule IDs are displayed on the Client Management page.
4. Actions Menu
Manage existing Client Info Rule IDs from the actions menu. Clients can edit the Client Info Rule ID, promote changes, or view the Change History.
Templates
This area explains how to create standard templates for similar client maintained configurations.
1. Create Template
New Templates can be created from scratch and utilized to create new clients from the established template.
2. Search Templates
Real-time search for existing templates.
3. Client Templates
List of all existing Templates. Established templates may have configurations set up that are not editable within the Self-Configuration Application.
4. Actions Menu
Templates can be edited from the Actions Menu. Additionally, a new client can be created from the template Action Menu.