Sub-Client User

 

To access the Sub-Client Users page, navigate to the Management section and select "Sub-Client Users." This page displays all sub-client users and users with sub-client access to the COS (Client Operating System) platform.

Sub-client users have very limited permissions within COS. They can only view simplified information, including their assigned permissions. As a COS administrator, you can create new sub-client users and edit existing ones. Each sub-client user is specific to a single client within the COS server.

When creating a new sub-client user, provide their username, first name, last name, and email address. a password will need to be set for them. Sub-client users have a restricted set of capabilities - they can view reports, download data, and view scripts, but they cannot make any edits, upload data, or manipulate data in any way.

Additionally, if a sub-client user requires their data to be pushed to a specific S3 bucket or VAN account, you can configure that setting for their user profile.