Clients

Client accounts in the system house essential information about each client organization.

These can be top-level companies or separate internal departments within a single enterprise. The client account details include location, contact information, and logos that display on reports. Creating a new client account is the first step in initiating a COS project, as the client must be selected.

To create a new client account:

1. Select "Management"
2. Choose "Clients"
3. Click "New"
4. Enter the following details:
   • ID: A unique numeric identification number
   • Name: The client's full name
   • Code: An abbreviated version of the client name
5. Check the "Default View Report" box if the account should have default report viewing permissions.
6. Check the "Default View Data" box if the account should have default data viewing permissions.
7. Select the default "Client Download Fields" to include.
8. Enter the client's address, city, state, zip code, and phone number.
9. If applicable, enter the client's S3 Bucket URL and VAN Key.
10. Click "Create" to save the new client account.

The key details for a client account are:

• ID: Unique numeric identifier
• Name: Full client name
• Code: Abbreviated client name
• Default Report/Data View: Determines default permissions
• Download Fields: Specifies default data export fields
• Address, Contact Info: Location and contact details
• S3 Bucket, VAN Key: Integration details (if applicable)

Creating comprehensive client accounts is the first step in setting up new COS projects, as the client information is essential.