Master Client List
A client is a company with which your agency does business. You can associate a client with one or more activities or programs. A client can have one or more brands, which you create in the Clients module.
Scientech Company has hired your advertising agency. Scientech has two primary product brands, Livetalk and Progression. You create a client record for Scientech. Then you create a brand for each of the two products, Livetalk and Progression.
Scientech wants your agency to create one print advertisement for each of the two product brands. You create a new program with Scientech as the client. You then create two activities for the program. Both activities have Scientech as the client. One activity has Livetalk as the brand. The other activity has Progression as the brand.
Details
| Field | Description |
|---|---|
|
URL |
Type the client's website address. From the View Client - Details page, you can click the URL to access the website. Note:
When you specify the URL, you must start the address with http://. |
|
Client Type |
Select the type of client. You define types in the System Types module. |
|
Status |
Select a status to determine whether users can associate the client with activities and programs. |
|
Domains |
Select the domains in which the client is available. |
Additional Fields, Sections, and Tabs
Your system administrator can create additional fields for some objects and make them available for certain system types. Additional fields appear on the Details tab in the Additional Details section or in other sections or on other tabs that the system administrator creates.
For more information about an additional field, section, or tab, contact your system administrator. For more information about additional fields in general, see Additional Fields.
Access List
The Access List tab enables you to assign view and edit access for the client to users and groups. For information about how associating clients to programs or activities affects access, see Access List and Role Considerations when Applying Clients to Programs or Activities.
User Access List
| Field | Description |
|---|---|
|
User |
Select the user to assign view or edit access to the client. You can select multiple users. |
|
Client Access |
Select whether the user has view or edit access for the client. |
Group Access List
| Field | Description |
|---|---|
|
Group |
Select the group to assign view or edit access to the client. You can select multiple groups. |
|
Client Access |
Select whether the group has view or edit access for the client. |
Roles
The Roles tab enables you to assign roles to a client and then assign the users and groups for those roles. You can assign roles to a client in two ways:
- Apply a whole team.
- Add a single role.
For information about how associating clients to programs or activities affects access, see Access List and Role Considerations when Applying Clients to Programs or Activities.
| Field | Description |
|---|---|
|
Role |
Select the role of the user or group you are defining. You maintain roles in the Roles module. |
|
Users/Groups |
Select the users and groups assigned to this client's roles. If you apply a team to the client record, the application adds to the client record all users and groups assigned to the team's roles. You can select users to associate with this client who are not assigned to the role for the team. If you add a single role to the client record, you can select from all users and groups assigned to the role in Aprimo. You maintain users in the Users module in System Tools. You maintain groups in the Groups module in System Tools. |
Teams for Clients
A team is a set of roles and the users and groups assigned to those roles for that team. If you apply a team to a client, the users and groups assigned to the team's roles can view activities and programs associated with the client.
You maintain teams in the master teams list.
Access List and Role Considerations when Applying Clients to Programs or Activities
When you assign a client to a program or activity, the application adds all roles and access list information to the activity or program. If the role already exists for the activity, the access defined for the client might increase access to the activity. You can click the View Activity Roles button to see the activity's roles.
When you associate a client with an activity or program that already has an access list, the client's access list overrides the current access for a given user, but only if the access is higher than what the user already has.
When a client has roles and an access list, and then you assign the client to a program or activity, the application adds the roles and the access list to the program or activity. If a user is already on the activity's access list, the client's roles and access list can add to or enhance, but not revoke or downgrade, the user's access to the program or activity.
If you change the client for an activity or a program, you might want to delete the roles that currently exist for the activity or the program because they might no longer apply.
Activity A is currently assigned to Clientech. You change the client from Clientech to CLI Scientific. You do not delete the activity's roles. Marcus already has the Graphic Designer role, with edit rights to Activity A. CLI Scientific has Jim as the graphic designer. When you apply CLI Scientific to the activity, Marcus is still the graphic designer with edit rights to Activity A.