Assigning a Client to Client Access Groups

The Client Profile - Client Access Groups tab allows you to choose the client access groups to which the client should be assigned. See Using Client Access Groups for more information on client access groups and what they are used for.

All client access groups with an assigned organizational unit the same as the organizational unit (office and business unit) of the client displays in the Client Access Group Assignments grid. When creating a client or editing an existing client, a check mark displays in the Meets Attributes column for any client access group where the client's general and administrative information meets the client attribute criteria as defined in the client access group profile.

To manage client access groups, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
2. Do one of the following:
   • Add a new client profile. See Adding a New Client for more information.
   • Open an existing client profile. See Editing a Client for more information.
3. Click Assignments > Client Access Groups on the navigation panel.

Notes:

• When adding a client, you must first save the client profile to display the Client Access Groups option on the navigation panel.

• When changing information on the client profile General or Administrative tab, you must first save the client profile to apply the updates to each client access group.

4. Select specific client access groups to which the client should be included in the Client Access Group Assignments grid, if necessary. Explain the grid components.

Component	Description
Include	Select to assign the client to a client access group, regardless of the attribute criteria. Even if the profile information for the client changes at a later time and the client no longer meets the attribute criteria, the client will still be included in the group.
Exclude	Select to exclude the client from a client access group, even when the client profile information meets the attribute criteria as defined in the client access group.
Meets Attributes	Displays a check mark beside each client access group for which the client meets the attribute criteria.
Assigned	Displays a check mark beside each client access group to which the client is assigned. The client can be assigned to the client access group because the client information meets the attribute criteria or because the client was explicitly selected using the Include option.

5. Select from the button bar options, if necessary. Explain the button bar options.

Component	Description
New Group	Click to display the Client Access Group Profile window and add a client access group. See Managing Client Access Groups for more information.
Open Group	Select a client access group in the grid and click Open Group to display the Client Access Group Profile window and edit or review an existing client access group. See Managing Client Access Groups for more information.
Show All Assigned	Click to display only those client access groups to which the client is assigned. The client can be assigned to the client access group because the client information meets the attribute criteria or because the client was explicitly selected using the Include option.
Refresh	Click to refresh the grid to show all client access groups the client is assigned to. The client can be assigned to the client access group because the client information meets the attribute criteria or because the client was explicitly selected using the Include option.

6. Click one of the Save buttons or cancel.

   Button	Description
   Save	Saves the changes and the window stays open for editing.
   Save & New	Saves the changes and opens a new window to create a new client. This option is available only when you are creating a new client.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.

Note: For information about updating multiple selected clients, see Editing a Client.