CCMSI client analyst users

Users who are client analysts in CCMSI must have an External Source Linking record created on their ClientSpace User Profile.

To add the user's ClientAnalysisCode:

1. In ClientSpace, open the user's User Profile.
   The User Details form opens.
2. On the Action Center toolbar, click (More Options) and select External Source Linking.
   The External Source Linking dashboard opens.
3. Click Add.
   The External Source Linking dialog box opens.

4. Complete the fields.

API Configuration	Select CCMSI API.
External Object	Type ClientAnalysisCode.
External Object ID	Enter the user's CCMSI code.

5. Click Save.