Who is this article for?

Users managing clients.

System Administrators can create, manage, and edit clients.

This section provides guidance on managing and editing clients within the system, including understanding the level of access restriction assigned to specific users or groups. Additionally, it offers a search function for efficiently locating clients.

1. Managing clients

1. First, click the menu      icon, then Clients.
2. Type the client's name you are searching in the search bar, then select the Search button.  This will search for clients containing the text you type.  
3. To clear the search, select the X.

4. If you hover over a client name and select the   icon, you can edit the details for this client or view the details. You can also delete the client if no answer sets have been created.

2. Adding and deleting security restrictions

1. When creating a client, select the plus icon  . 
2. A pop up box will appear where you can enter any security required for this client.  
3. To add a user/user group to the list of people able to access this client, go to the Search Users and Groups section at the bottom of the pop up box and select the plus icon   for the users you wish to add.  

Note: The default will be to allow access to everyone.

4. As soon as you select an individual or group, this will remove the Everyone option from the security.  
5. To remove these, go to the Security section and move your mouse over the user or group you wish to remove and select the minus icon   .  
6. If you remove all individual users or groups, it will revert to Everyone being able to access this client.
7. You can also amend the security later from the answer set details screen.

3. Further reading

• Getting started with accessing Disclose
• Getting started with clients and answer sets