Client Profile Page
A Client Profile includes information that relates to a client, rather than user information that applies to a client's users.
The Client Profile page includes the ability to specify a reporting time zone and set up client contact information.
Only a Client Admin can access the Admin menu.
The website displays all time-related data using the reporting time zone setup in the Client Profile. Client contact information acts similar to a public address book as opposed to user contact information that is set up on My Profile Page, which functions similar to a private address book. Client contact information is visible to all system users whereas user contact information is visible only to the user that created it. Examples of client contact information are contact methods set up for a manager(s), technical support group, call center, or similar person or group.
To access the Client Profile page, hover your mouse over the Admin menu and select Client Profile. The following tasks can be completed on the Client Profile page:
Modify Client Information ౼ set a time zone for reports, select to observe Daylight Saving Time, and select the option to invoice by each Cost Center.
Add Contact Information ౼ add several different ways to contact users with relevant account information.
Modify Contact Information ౼ change contact information.