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Create a client

Every organization (company or institution) that requests the analytical services you provide is considered to be client in Mbook Analytical.

 

You can divide a client into groups (which can be created by the administrator) and include a set of users, also known as analysis requesters, in each group.

 

Open the Clients panel (from an Analysis Manager account) and click on the 'Add client button' to create a new client. Then, include a group, and then add a user (a.k.a. Analysis Requester) to that group:

 

add client

 

An Analysis Manager can create clients from synthetic groups with the check "Use Analytical Services" previously activated by a Group Manager. Only users within groups with "Request Author" permissions (also given by a Group Manager) will have access to the Analytical tab.

 

client_existing

 

You will now need to create a new project (from the Desk panel) for the newly created client:

 

new_client_project

Ensure that the example user you created above belongs to a group with permissions to use 'Mbook Analytical':

group analytical

 

The group manager will also need to give "requester author permissions" to each user within that group:

 

permissions analytics

 

Once you are done, you will find your new client and the group it contains on the left-hand side of the Clients panel. Click on the plus button next to the group name to see a list of associated users: the user you have just created should be in this list.