Client Admin Mode

Purpose:

The purpose of the Client Admin Mode is to structure the company access within the different levels of EMI3 as shown in the next slide.

Mode:

Limited access privileges granted for these screens

–  Only users assigned as “Client Administrator”

        - Only EMI and an assigned Client Administrator can enable permission setting

If you don’t see this green button, you have not been assigned as a Client Administrator

Global, Scalable Structure:

Details:

The following inputs can be viewed or edited by the Client Admin person

Client details

–  Company logo

– License Strategy - not editable

– Add new regions and sites

– Approved Applications

– Key Contact List

– Client Documents

– Notes

Drill into site hyperlinks to access more information specific to the site.

Users:

Client Admin can add new users or edit existing users to access multiple sites and applications

Click on username to make a user “Client Administrator”

It is important to control who has access to this area of the application as it opens up a lot of control that could impact the business operation.

On the user list screen it will show who has been assigned as a Client Administrator.

User - Sites:

Assign user to the site department and make site active to this user.

Assign user to application/s by selecting the policy group assigned and make application active.

Model Access:

To enable the user to access content on the iPad, you need to assign the user to a site/application

Assign user to

    – Department/s

    – Roles

    – Models

Untick a model if user is not to see perform duties within the model

Enjoy