Maintaining Clients
Administrators with the ManageClients role can manage clients. Administrators can search for clients, view the client profiles, and update them. Administrators can delete clients and activate or deactivate clients.
- Covered Topics
- Finding and Editing Clients
As an administrator with the proper permissions, you can search for clients whose information you want to view or update. - Editing Client Information
You can add or delete the line of business templates and workflow steps that are available to the client. You can search for a client and edit the client details. You cannot edit the email address and client code. Clients and their system administrators cannot update their own information. - Activating or Deactivating Clients
You can activate and deactivate clients. When you deactivate a client, the client users cannot access APM. You can activate or deactivate single or multiple clients. - Changing and Resetting Passwords
Client system administrators might need to reset a password when they are locked out of the system, forgotten the password, or if the password expires. Password management is provided by the access management system connected to the application. - Deleting a Client
Use the Clients page to delete a client.When you delete a client, the client users can no longer access the system. You must have the ManageClients role to delete a client.