Administration FAQ

The following frequently asked question relate to Client360 Administration.

Is there an Admin role in Client360?

There is an admin role for Client360, which includes adding and removing users and setting preferences for users. More information on the key functionality is available on Admin Portal section of the Client360 Resources page and the Admin guide is available under References.

Can I add and remove users in Client360?

Yes, admins can add, manage, and remove contacts for Client360.

For more detailed instructions, see the Create a new contact How to page.

Can we bulk add users to Client360?

Yes, you can bulk add users to Client360.

For more information, please see the Admin Portal pages in the Client360 Resources.

How can I create new users in Client360?

From the Admin portal, select Create Contact. From there, you can add general information and produce preferences.

For more detailed instructions, see the Create a new contact How to page.

Can we set up our user's profiles and preferences, or are they expected to set up their own?

Administrators can manage their users from the Admin portal in Client360.

As an admin, can I restrict the staff access to making modifications to preferences?

Admins can manage users and their permissions from the Admin Portal.

Will users be able to request spec changes to specs to which they do not have access?

As an administrator, you can create and edit users from Admin portal, including which products a user can access.

Learn more about editing contacts on the Admin Edit a contact's information How to page.

As an Admin, how do I add products to a user's profile?

You can update a user's information on through the Admin Portal.

For more information, see the Update a contact's information section.

Can we download an excel file of all users and preferences?

As an admin, you can run reports related to users and preferences, and you can export the reports in PDF or Excel formats.

Can we download an excel file of all open and closed Inquiries?

You can create Inquiry reports that contain information regarding your organizations Inquiries, and you can export the reports in PDF or Excel formats.

Are there specific permissions that need to be set so that an individual can close an Inquiry opened by someone else?

From the Admin Portal, you can use the "Show Inquiries of All Contacts" field to set this permission so that individual users can view, edit, and close Inquiries created by others.

Is there additional Administrative training?

Specific admin resources can be found in the Admin Portal section of the Client360 Resources page. The Admin User Guide is also available under References.