Client Profile refers to information that relates to a client, rather than user information that applies to a client's users in My Profile. Use Client Profile to specify a reporting time zone and set up client contact information. Editing Client Profile requires that your user name be set up with appropriate user permissions by the system Client Admin.
The website displays all time-related data using the reporting time zone setup in Client Profile. Client contact information functions similar to a public address book as opposed to user contact information in My Profile, 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 Client Profile, click Admin > Client Profile and then perform any of the following procedures:
To select a reporting time zone ˆtop of pageˆ
- Click Admin > Client Profile and then click the Client Information tab.
- Click the Report Time Zone field and select a time zone from the list of options.
- If the reporting time zone observes Daylight Savings Time, click the Observe Daylight Savings Time check box.
- Click Save to save changes or Reset to "undo" changes and return to the last, saved setting.
To set up client contact information ˆtop of pageˆ
- Click Admin > Client Profile and then click the Contact Information tab.
- Create a new contact method by clicking Address, Email, Fax, Phone, Text, Numeric Pager, or FTP.
- Type a name and description for the new contact method in the Name and Description fields, respectively.
- Click the Default check box if you want to designate the new contact method as the preferred method for contacting the primary contact person about important information, such as upcoming system maintenance schedules.
- If you want the primary contact person to receive alert notifications using the new contact method, click the Technical and Active check boxes.
- If you want the primary contact person to receive billing invoice reports using the new contact method, click the Billing and Active check boxes.
- Set up an Available Times schedule that identifies when to contact the primary contact person, such as Monday from 8am to 5pm. Select one or more days of the week and then click the down arrow in the Start Time and End Time fields to select a time schedule.
When Start Time and End Time span two days, such as 11pm to 7am, Start Time begins with the day you select and End Time is the next day, even when the next day is not included in the schedule. For example, if Available Times is set up as Monday from 11pm to 7am, Start Time is Monday at 11pm and End Time is Tuesday at 7am.
- Click Hold Messages if you want to store messages in a queue and then sent during the Available Times schedule.
- Complete any remaining fields making sure to provide information for required fields highlighted in red.
- Click Save to save changes or Cancel to "undo" changes and return to the last, saved setting.
- Repeat this procedure to add another new contact method as needed.
If you need to disable a contact method, click the Active check box to remove the check mark.