Creating a Client

You must create a client in APM before the client users can access and use APM. During client creation, you must specify a system administrator for the client. The client system administrator is a client user.

You must have the ManageClients role to add and manage clients. You must log on to APM as a user who is assigned the ManageClients role.

In the task menu, click Security > Clients.
Click Create.
Fill in the required fields.
In the Application Branding area, upload the following files to specify the branding for the client:
- File for the client logo.
- CSS file for the theme and look and feel of the user interface.
- File for the application name.
Note: If you add the file for the logo, ensure that you add or upload the CSS file.
In the Create System Administrator area, fill in the required fields.
In the Advanced Configuration area, perform the following actions:
1. If you want to add authorized users, select the check box next to Authorized Users.
2. If you select the Authorized Users check box, then specify the maximum number of users that can be added for an applicant. The authorized users are added during application review and when added are authorized to use the credit card of the primary applicant.
3. Select and specify the additional parameters for the client.
Click Create.

The client creation happens and an activation email is sent to the client system administrator. The activation link opens a page where the client can set the password. The client must set the password and then log on to the user interface.

Note: If you edit the client details when the client creation is still in progress and the activation email has not been sent, the client name and email address get displayed with the prefix Default. For example, if client name is ABC, the client name is displayed as DefaultABC. Once the activation mail has been sent, the "Default" word is automatically removed.

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Creating a Client