Client / User Management
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Client Management
This document outlines a client management system that allows users to maintain a client list and create checklists for each client. Users can sort and filter clients by name, partner, or office. It details processes for adding, editing, and deleting client records, with specific permissions for deleting clients. The system offers various filtering options to easily locate clients based on specific criteria like name or active status. It emphasizes that deleting clients is irreversible and encourages retaining important checklist records beforehand. Overall, it provides comprehensive guidance on managing client information effectively.
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User Management
The document outlines user management within a system that employs Windows authentication. Users are automatically added upon initial login, with two user types: System Managers and Normal users. System Managers can perform administrative tasks such as adding, editing, or deleting users, and altering system settings. Normal users have limited access and can only manage their own accounts. The document details the processes for adding, editing, and deleting users, as well as setting or changing passwords, emphasizing that only System Managers hold the authority to manage user accounts and system configurations.