Name the Client, add a code and select a Partner under which the Client should sit.

You can add after how many days participant data will be anonymised.

In order to edit these setting again, navigate to Settings and then "Edit Client".

You can add email templates in each of your client languages. Select a notification template and the language.

Fill in the fields and make sure to click "save".

The colours and logo under the "General" tab are the default for the candidate experience. They will also be used for the AdminUI Portal.  

You can either type in the hex code or click the coloured square to select the colours.

Click "Reporting" to access the branding settings for reports.

Client Associations (Competency Profiles)

This is where you can see any associations which exist within your Client. Currently this is limited to Competency Profiles.

Please refer to the Competency Profiles section for more information on this.

Here you can add a different label for the statuses to override the default participant statuses.

Select the time period which you want the usage extract to cover.

You can select to generate the extract at either the Account / Sub-account or Project level. Choose which you require.

Add and manage a Client