Creating Clientarea user accounts

• Go to Accounts > Clientarea accounts
  
• Click on Add New
• Add the following detail
  • Name
    • A given name for this user account
    • Mandatory
  • Is API user
    • TIck here if this user account is for using our reporting API
    • Not mandatory
  • Username
    • Add the username for this account
    • Mandatory
  • Password
    • Add the password for this account
    • Mandatory
  • Staff tag
    • Add staff tags here for this client to view a pool of staff
    • Not mandatory
  • Location tag
    • Add location tags for this client to see a selection of locations
    • Not mandatory
  • Client scheduler
    • Allow your clients to create and send schedules ready to be imported into a job
• Press Submit
• To allocate the reports to this client account
  • Click on Reports on the client accounts list
    
  • Click on Add New
  • Search for the job and select from the list.
    
  • Press Submit
  • Repeat as necessary to grant access to all required reports

Your clients can now login to your clientarea via https://yourcompanyname.staffed.it/clientarea