Business Client's are your contractual customers that you provide services to. Creating them allows you to add https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/665845897 and site https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/665878663. If you wish to have your client's representative notified in real-time of events then add them as a contact and get them to install SRM-Customer.
Business Clients are used to group incident reports and to create Sites. They usually ask for reports to ensure you and your company are performing the work that you are contracted for.
A Business Client is created on the https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/678887754.
Go to the Managerial View
Only Managers and Account Holders can access this view.
2. Select the Business Client tab
3. Click the Add button
4. Fill in the mandatory information (marked with an '*')
If you create a New Contact, the person will receive an email to set up their SRM-Customer account.
5. Hit the save button!
You should now see your newly created Business Client in the list and will be able to select them when creating Sites and Patrols.
A Business Client is edited from the Business Client Detail panel.
Open the Business Client Tab
Select the Business Client you wish to edit
4. Select the edit button on the detail panel
5. Change the fields you wish to update
6. Hit the save button!
Business Clients are archived from the edit panel. Archiving will remove the Business Client from use. It will prevent you from selecting this Business Client for sites and patrols.
Archiving a Business Client will archive the https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/665845907 , https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/665845897 and https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/665878663 associated with them.
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