Managing Clients

You use the Manage clients feature in the Administration pane to create and edit clients. You can also create a new client when you create a client interview.

To create a new client

  1. In the Administration pane, select Manage ClientsManage clients.
  2. Click Create new clientCreate new client.
  3. Enter the following client details:
    • Title (required)
    • First name (required)
    • Last name (required)
    • Email address (required)

    • Cell/mobile number and region (required for SMS authentication)

  4. Click Create.

The client is added.

To edit an existing client

  1. In the Administration pane, select Manage ClientsManage clients.
  2. Select the existing client to update.
  3. In the Detail pane Action bar, click ResumeEdit.
  4. Enter the updated client details.
  5. Click Save changes.
The client's details are amended.

To delete a client

  1. In the Administration pane, select Manage ClientsManage clients.
  2. Select the client to delete.
  3. In the Detail pane Action bar, click DeleteDelete.
  4. Click OK.
The client's details are deleted.

If you delete a client, you cannot send client interviews to that client. Advance deactivates existing links and deletes any in-progress interviews for that client. Work items with links to clients who have been deleted show the client as "Deleted". When you open the work item interview, Advance does not remove any submitted client interview answers.