Clients

Basically, a resourcepool is created for an individual client. Accordingly, you should work per client only with one resource pool.

Functions

  • correct the client description by clicking on the icon button Pen image1. You can change the names and notes.
  • edit portfolio analysis hierarchy of client by clicking on the icon button Folder image2.
  • create and edit e-mail templates list for client by clicking on the icon button Mail image3.
  • create a new client by clicking on the button New Client.
  • get a user list of clients and their roles by clicking on the icon button image4.
  • determine floating licenses of the client by clicking on the icon button image5.
  • delete a client by clicking on the icon button image6.
  • show all existing resource pool versions of a client by clicking on the icon button image7 and return to a previous version of resource pool.

See also