Client Management

Only Org Admins of Parent Clients can access Client Management in portal.

Creation

To access the Client Management menu, navigate to Settings by clicking the user profile button in the top right of Portal. then select Client Management from the top menu bar.

A user with Portal Org Admin access can create sub-clients, switch to that account and manage as normal.

To create a client click the + Client button in the upper right. Give the company a name and a short name and click add.

Client Management Settings

Users with Portal Org Admin access of parent accounts are able to manage clients by clicking on the client account they want to make changes to.

This will bring up the client showing some basic details and allowing Org Admins to switch to the account for further administration.

From here the account can be managed as outlined in User Management.

Tripwires and Rapid Response

1. When a parent account is enabled for Tripwires or Rapid Response, access will cascade to all sub-clients.
2. When Tripwires or Rapid Response is disabled for a client, access is revoked for all sub-clients and all tripwires are disabled.
3. Only Org Admins or users designated by the Org Admin for the client account may see:
   • Notifications for the account
   • Tripwire tab in portal
   • Org Admins of each client can see Rapid Response and Tripwires toggles, and manage user access for Rapid Response and Tripwires on that client only.

Delete Clients

Existing clients can be deleted by clicking the vertical ellipsis to the left of the client's name.

Then selecting the appropriate action: Delete Client.