How to assign Client Administrators to Clients with Client Management

In this article we will teach you how to assign client administrators to Clients, and make edits to client assignment where necessary at any point, if your account has client management enabled.

Client management adds another level of permissions to your account, which allows you to separate your learners, on your site, into Client(s), or Department groups, and have site Administrators who can only access information and perform activities, for the learners and courses assigned specifically to them.

Assigning Client Administrators to a Client(s)

There are two places where you can assign client administrator(s) to a client(s):

• When adding a new user; client administrator - you are given the option to select the client to assign the account user to:

Please note: if you haven't yet added your clients the only option available would be 'All', which would assign this account user to all clients - see instructions for Adding New User(s); Client Administrators, and see instructions for Adding New Clients. 

• Adding/editing a new/existing client - under the client profile you are given the 'Users' option:

selecting a user here would assign them to the client profile you are within.

Editing Client Assignment

1. You can change the client assignment details at any time, by clicking on the  button against each client – see example client profile below:

2. Changing the users and/or clients they are currently assigned to:

3. Click the  button to retain any changes made.

Making edits to Client Management setup