Clients

Overview

The Clients form is used to organise reports by Clients for organisations that are using the 'Practice management' feature.  This feature is only available for organisations on the Silver or Gold subscription tier.

Each client created will have its own list of reporting entities, reporting modules, periods and reports.

Access

For organisations on the Gold subscription tier, access to clients can be restricted.  This restriction applies only to users that have a Delegate role. Admin users will have full access to all clients. 

A delegate user will only see the clients they have been given access.  If access to a client is restricted to specific users or users within specific user groups, then any delegate user who does not have access to the client will not see the client listed in his/her list of clients.  Therefore client restrictions restrict not only the ability of a delegate to access a particular client - but also restrict their ability to know of the existence of certain clients.

Progress

The 'Progress' progress bar is only visible for organisations on the Gold subscription tier that has the 'Workflow' setting enabled.  

This gives a high-level indication of the progress of all reports in all reporting modules in all open periods within the client. 

Activating

Activating the Practice Management setting to 

For organisations on the Silver or Gold subscription tier, the Clients form can be activated by enabling the organisation setting, 'Practice Management'.  Admin users can amend this setting using the Settings option in the main menu:

• Disabled (default) - This should be selected if the organisation is using the service to discharge its own regulatory reporting obligations; or
• Enabled - This should be selected if the organisation is a service provider providing regulatory reporting services to multiple clients.

By default, practice management is disabled and a single client with the same name as the organisation will be created.  In this case, however, the Clients form will not be accessible and the home page to the service will become the one client's list of reporting modules.  Please note if more than one client is created, you cannot turn off practice management until you have deleted all but one client.

Creating a new client

Admin users can create new clients by clicking the + button on the top right of the table:

Name: Enter the name of the client. It cannot be null or a duplicate of an existing organisation.

User Groups: (Only visible if subscribed to the Gold tier). By default, the All Users user group will be assigned.  To restrict access, remove this group and add one or more user-defined user groups. 

Users: (Only visible if subscribed to the Gold tier). You can grant access to this client to one or more individual users.

Note - access to a client is granted if a user is assigned directly OR they are a member of an assigned user group.

Editing a client

A client's name or users' access to it can be edited by an admin user by clicking on the Edit action button.

Deleting a Client

A client can be deleted by an admin user by clicking on the red Delete action button.