Setting Up Secured Clients

Using the Client Access Group Profile window, you can define the clients that should be secured in the client access group, regardless of their client attributes. You can also define criteria for secured clients in the group to dynamically change when client attributes are modified in the client profile.

Note: You can also select clients for a client access group on the Assignments > Client Access Groups window in the client profile. See Assigning a Client to Client Access Groups for more information.

To add clients to a client access group or determine secured clients for a group, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Access groups under Security.
2. Click Client Access Groups on the navigation panel.
3. Do one of the following:
4. Add a client access group.

Click New > Client Access Group on the Home tab of the ribbon, or right-click the grid and select New > Client Access Group from the menu to create a client access group.

Copy an existing client access group.

Select an item in the grid and click Copy in the Create group on the Home tab, or right-click an item in the grid and select Copy from the menu.

The client access group profile displays with all information from the originating client access group, except for the name and description.

Edit an existing client access group.

Select an item in the grid and click Open in the Edit group on the Home tab, or right-click an item in the grid and select an option from the Open menu.

4. Click Secured Clients on the navigation panel.
5. Select the criteria to assign secured clients. Explain the attribute criteria.

Component	Description
Organizational units	Click the link to display the organizational units, such as regions, offices, or business units, set up for your firm. Select the organizational unit attributes on the Select Attribute Values window. See Selecting Attribute Values for more information. Click OK. Clients whose region, office, or business unit matches one of the selected organizational units are secured in the client access group, if the client is not specifically excluded.
Responsible staff assignment	Select the responsible staff title if you want clients to be secured in the group based on staff assigned to the client.
Select staff for the position	Click the link to display the staff who are assigned to the selected responsible staff position. Select the staff that are set up for the selected responsible staff position. Click OK.Clients whose responsible staff matches one of the selected staff are secured in the client access group, if the client is not specifically excluded. Note: You must also select the organizational units of the clients where staff is assigned.

6. Select to include or exclude specific clients, if needed. You can assign clients to this access group using only the Specific client criteria grid, or you can use this grid to update the list of clients already selected from your organizational and responsible staff criteria. Explain the grid components.

Component	Description
Show	Select the clients to display in the grid from the following options: All. Display all clients, regardless of whether they are assigned or not assigned to the client access group. Assigned clients . Display only the clients who are assigned to the client access group. Unassigned clients. Display only the clients who are not assigned to the client access group.
Search	Do the following to search the entire system, not just the current grid contents, for a specific client ID or client sort name: Enter ID or sort name criteria in the Search box immediately above the grid. You can enter complete criteria to locate exact matches or partial criteria to display possible matches. Click Search to refresh the grid with only the records that match or contain your search criteria. The Search button changes to an X button. Note: Click the X in the Search box to return the grid to the original view.
Include	Select to include clients in the client access group. Select this box to include clients who should always be secured, regardless of their attributes.
Exclude	Select to exclude clients from the client access group, even when the client profile information meets the attribute criteria as defined for the client access group.
Meets Attributes	Displays a check mark for clients who meet the defined attribute criteria.
Assigned	Displays a check mark for clients who are secured in the client access group because the client information meets the attribute criteria or because the client was explicitly selected using the Include option.
Staff attribute columns	Displays attribute values for each client in the grid.

7. Select from the button bar options, if needed. Explain the button bar options.

Component	Description
Open Client Profile	Select a client in the grid and click Open Client Profile to display the Client Profile window where you can edit or review the existing client information.
Refresh	Click to refresh the grid to show all clients who meet the selected attribute criteria or, if applicable, your search criteria. Any new clients who are added since opening the client access group profile display in the Specific client criteria grid. Clients who were deleted since opening the client access group profile are removed from the grid.

8. 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 access group. This option is available only when you are creating a new access group.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.