Creating Clients

1. From the SmartSolve Portal Page, click the Home tab.
2. In the Setup and Policy section, click Setup.
3. In the Organization Unit section, click Client.
   Result: The Clients window is displayed.
4. Click Action >Add.
   Result: The Client entry window is displayed.

5. Enter the code for and name of the new client.
6. Enter or zoom to select the code of the unit head. Select DEFAULT if this field is not needed.

NOTE: The unit head is the actor in your organization who is the employee responsible for this client. This field is required because it may later be used for escalation.

7. Enter a notification email list.

NOTE: This is important for eMDR submissions.

8. Enter the address information for the client.
9. Click the Org Unit Type drop down button and select the type of client.

NOTE: For information on configuration, see Org Unit Types.

10. Click the Save button.
    Result: The new client has been added and the Detail of the client is displayed.

See Also

Clients

Creating Client Contacts