User management gives you access to all the users within your company. You can break this down by client and customer depending on user access. License Limitations on based off your current paid Aliquot license subscriptions
Manage User Location:
To get to the Manage user location on the top dashboard you will go to utilities then manage user.
On the manage user screen you will need to fill out the Hierarchy on the left to desire location then click the create customer.
For Global Users: Do not fill in anything for Select Client entry box. This allows you to create Global users.
For Client Users: Select the desired Client under Filter Organization. This allows you to create Client users.
For Customer Users: Select the desired Client and Customer under Filter Organization. this allows you to create Customer users.
On the create user screen you will need to fill out the required information marked with a red "!". When you have finished entering this information, click Save User.
After saving, the user access entry screen will appear.
Click OK. Then on the next screen, select a Group Policy Assignment for the user.
Finally, add Customer Access by clicking the magnifying glass under User Access to select the customers that they will be servicing.
Then select a customer to add access and click Save Customer Access.
License Limitations:
To access License information from the dashboard you will go to utilities then application settings.
Once on the application settings page you will click on License information on the left-hand side. This will show you how many of each License you currently have. Each having its own permissions and access.
System admins have full access and permissions across the site. They have the ability to edit other user permissions and also create report templates which is a unique permission to system admins.
Sales reps have the ability to create and edit reports. Additional permissions can be added as desired under Group Policy.
Clients are individual "divisions" that can be set up to segregate customers into unique business units. Everybody starts with one Client and typically has just one. Additional Clients can be added at no additional charge.