Managing Client Users – Guides

You may find you would like your client to receive a notification when new reports are ready to view and/or allow
them to view reports without having to ask you to provide them. To enable this, you can set the client up as a ‘Client
User’. You can also specify which reports they will have access to

Guide to Managing Client Users

This guide will show you how to create and manage Client Users

Guide for Client Users

This guide can be edited as needed and sent to Client Users to help them use the features to which they have access.

Branding the Guide for Client Users

This guide will help you to edit the Guide for Client Users so that it is in line with your branding, and relevant only to the permissions they have been granted.