Organization Clients

The Clients screen is used to manage the client users.

Clients are non-coding users that can view codeframes, run QC checks, view files, and run reports. They can also chat with others in a codeframe and add response notes or response tags to responses there.

Unlike Coders, Clients are not assigned to codeframes, so they can view all codeframes in a project.

Client Detail

Column	Description
Name	Client user name
Description	Client description (optional)
Is Active	Whether the Client is allowed to login
	Click to open the Client Editor

Adding A Client

Use the Add New button to add a new Client. It opens the editor.

Fill in the client's name, an optional description, and whether the client should be able to access the project with the Is Active checkbox.

Deactivating Or Activating A Client

If you need to make a Client no longer active or change them to active, use the Is Active checkbox on the Study Clients list to change their active status.

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Back to Organization Overview Screen