The Clients Tab
After setting up Delegate profiles, users who are members of those profiles will be able to begin using Delegate client administration. However, before they can begin creating users, the clients that they have access to will need additional configuration. If you are already familiar with working with clients, then there are only a few new changes that you should be aware of.
The Client system admin tab presents a full list of all of the clients in your environment. Each client can be configured independently from one another allowing for very specific setups based on what your organization needs.
Configuring a Client
To configure a client, click the row for the client to be modified. If there are a large number of clients, the list may need to be filtered to find a specific client. This is changed slightly from previous versions of Delegate, which displayed configuration in a modal popup.
Field: Template User
Template user allows the selection of a user whose fields values will be used as the default values when your client administrators create a new user for this client. By selecting a template user, your client admins will only need to input their first name, last name, and email address when creating new users. Client admins may override any of these values
Default Password Provider
If the template user is configured with the "Default Password" authentication provider, then that provider will automatically be used when a client admin creates a user for this client. The invitation workflow will be kicked off automatically when creating a user in this manner.
Field: Enable Users by Default
Checking this box will result in newly created users for this client to be enabled by default. Combine this feature with the Delegate Profile enable restriction to enforce the default state for the client.Delegate 2.0 introduces the ability to set the default enabled state of newly-created users.
Enable Them Later
By leaving this field unchecked and checking the enable restriction on the Delegate Profile will create a system where System Administrators can decide when accounts are enabled. This allows clients to create users without worrying about licenses being used up before they are needed.
Field: Workspce Templates
Workspace templates are the workspaces that will be available for selection as the workspace template when creating new workspaces. If this is not set, workspaces for this client cannot be created.
Field: Provider Types
This field determines which authentication providers should be available for client admins to select from when creating new users. If none are selected, no authentication providers can be configured for users that are created by the client admin.
Granting Client Administration Tab Access
After creating a Delegate profile, if the group that has been selected for the profile is not able to access the Client Administration tab, a friendly message will be displayed. This article covers the changes that need to be made in order to ensure that members of that group will be able to access the Client Administration tab.
To configure access for the group, follow these steps:
- Navigate to the Relativity Admin workspace.
- Click the "Instance Details" tab.
- Click the "Manage Permissions" button.
- Click the "Add/Remove Groups" button and select the group that you selected in the Delegate Profile you created.
- Click "Edit Permissions" for the group that you just added
- Click on the "Tab Visibility" navigation button in the left menu.
- Select the "Workspaces" tab and the "Client Administration" tab.
- Click the "Save" button.
- Click on the "Admin Operations" navigation button in the left menu.
- Select "View Admin Repository" admin operation.
- Click the "Save" button
After following these steps, members of the group will now be able to access the Client Administration tab when logging into Relativity.