Clients

Client Responsibilities allows you to associate users in your organization with specific clients. This association will allow a user to view and interact with data for these specific clients, regardless of Organizational Unit placements or responsibilities.

Use the following procedure for establishing client responsibility:

0. Prerequisites:

0.1 Roles have been defined in Role Administration
 0.1.1 A Worker role has been defined which has a basic set of create/view/edit permissions defined.

0.2 Staff users have been defined in Staff Administration

0.2.1 At least one user has been assigned the Worker role

1. In the Administration sidebar, click on the "Responsibilities..." option.

1.1 Click on the "Client" tab.

1.2 Just to the right of the Admin sidebar is a staff list with the standard selection buttons and filtering capabilities.  

1.3 Below the staff list are controls to allow you to navigate to different pages of the list, as well as refresh the list.

1.4 Locate and double-click on the staff person you wish to assign a client responsibility.

1.5 Note that the staff person may have multiple roles (check the "Assigned Roles" dropdown to see if there is more than 1 item). For such users, a different set of client responsibilities can be assigned for each role.  Also, if client responsibilities have been defined for one role, those responsibilities are NOT inherited/copied to other roles for that staff person.

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2. Assign the selected user with responsibility for one or more clients with the following steps:

2.1 Double-click on the client that this user is responsible for. The client will appear in the right pane.

2.2 To remove a Client Responsibility, click on the item in the right pane and then click on "Remove Responsibility"

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3. Repeat step 2 for additional Client Responsibility assignments

4. Click on the user's "Assigned Roles" dropdown in the User's profile area. If this user has additional roles, select another role and repeat step 2 & 3 for each role.

5. Click on the Save button to save this information.