What you can see and do in the client overview

In the overview you see the following information, in order from left to right:

• The colour code chosen for your Company Category (if chosen under Settings - Client manager - Company type)
• The Client's name
  
• The name of the Company Category
  
  
  
  
• The Support login status (on = green, off= grey). Note: you cannot turn the support login on or off from here.
  
  
  
• Your unique Briox account ID number (useful when communication with Briox support)
• The Status of the company (Active or Inactive)
• The Latest login by a user in a company (not consultants)
  
  
  
  
• Portal Activation.
  From here you can activate the portal on a company. Note: This will not publish the portal. 
  To be able to do this you need to be the systems administrator or an application administrator for the Client Manager.
  
• Licences per company shows the total amount of licences the users are consuming.
  
  
  
  
• Tools: 
  
  
  • Login to the client - the consultant needs to have the user right: Login to Client account under Admin - Users for the Client Manager:
    
    
    
    AND the check box User must be ticked on the individual company.
    
    
    
    
  • Edit company  You can also click on the company name to get to the edit company view in the Client Manager.
    The consultant needs to have the user right: Edit under companies & Login under Client accounts under Admin - Users for the Client Manager:
    
    
    
    
  • Edit Consultant rights   - You need to be the systems administrator or application administrator for the Client manager to see the icon.
    Click on it to get directly to the edit view where you can set the rights for your consultants on the individual client accounts.
    
    
    
    In this view you will also see the clients invoicing information.
    
    
    
    
• Totals: Totals per licence and total number of clients
  
  
  
  
• Add Clients: From the Client Overview page you can also add clients. Click on the Add Client button in the top left hand corner.
  
  
  
  You need to have the right to Add companies under companies under Admin - Users for the Client Manager.