Sub Clients

Our clients work with a diverse range of organizations, some of which require access to the data and reports in COS.

These secondary clients are known as "Sub Clients," as they are clients of our primary clients. Sub Clients may need their data customized to fit their specific needs, such as remapping status codes or inputting particular responses into scripts.

When building a project with a Sub Client user, it's crucial to keep these considerations in mind. To assign the appropriate Sub Client, navigate to the "Edit PO" section, click "General Info," and locate the "Assigned SubClient" dropdown at the bottom of the page. Carefully select the correct Sub Client and double-check the selection to avoid granting unauthorized access, which could lead to significant problems.