How to assign Client Administrators to clients

In this article we will teach you how to assign Client Administrators to client(s), 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

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

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

Assigning Client Administrators to multiple clients

If you have the permission enabled on your client management setup to allow multiple clients, it is possible to assign Client Administrators to more than one client at a time - so when they login they have access to multiple clients, rather than to just one:

• When adding/editing a new user; Client Administrator - you are given the option to select the client(s) to assign the account user to, so here select more than one client box:

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 will assign them to the client profile you are within.

Making edits to client management setup