Accessing ClientSpace System Administration

System administration of the ClientSpace system is limited to global administrators. Navigation to the System Administration area is described as Go to System Admin. This means that from the modules bar, you select your username, and then select System Admin.

Note: Out of the box, you are not given access to the Advanced system settings. To gain Advanced Administration access, please create an Extranet case.

Administrative Dashboard

To access the administrative area of ClientSpace:

Click your username in the top right corner of the ClientSpace window. EX: developer

Click System Admin

The System Administration dashboard opens. The Advanced system settings box is located in the bottom right corner.

Advanced Administration Functions

Advanced Administrative functions require an Advanced Administrator License. Help topics that discuss Advanced Administration are labeled with .

To configure any of the Advanced system settings:

Near the lower portion of the dashboard, locate Advanced.

The Advanced area provides a list of advanced system settings: API Configuration, App Settings (only available to PrismHR users), Configure Import, Custom Links, Dataform Admin, Field Audit Scripting, Manage Field Display, Manage Rules, Reports, Scheduled Processes, Tables, Templates, Third Party Applications, and Time Tracker Categories.

Select an option.

The selected option opens.

Note: Access to Templates requires Internet Explorer. App Settings is only available to User Developers.

Advanced Administration Training

While the Help Center contains several topics on Advanced Administration Configuration (which we have referenced in the list below), Advanced Administration training is required to gain access to this part of the system. In Advanced Administration training, you receive hands on training where you can ask questions and receive specific guidance as you learn. The training consists of eight (8) one-hour training sessions. We can set up the sessions to go at your speed. For example, two sessions per week, one session per week, etc. Anyone from your company is welcome to join!

In Advanced Administration training you will learn how to:

Create, move, edit, and delete your own dataforms and dataform fields.

Also see Adding a dataform and Adding Dataform Fields.
Set up your own business rules.

Also see Configuring Rules and Business Logic.
Add and remove dataform links such as Complete or In Progress.

Also see Configuring Custom Dataform Links .
Configure Field Display rules to hide and show fields when certain conditions are met.

Also see Configuring dynamic field display.
Create and update your own imports.

Some possible use cases might be to import all default hours spent on every case type or to create your own form and auto-populate the fields from a spreadsheet you use.

Also see Importing data and CSV Import File Creation macro.
Learn how to review your scheduled processes.

For instance, review how often ad-hoc reports are sent or how long it takes an email template to send emails.

These are just some of the topics we'll cover!