How do I set up a new client hierarchy?
INTERNAL USE ONLY 1. Log in to the Tenant Dashboard and go to the Clients tab. Click on the "New Client" button to create a new client and start the client hierarchy setup process. The only information you'll need to add at this step is the client's name. 2. Next, go to the Divisions tab and click on the "New Divis…
How do I get to a client’s Program Admin dashboard from the Tenant dashboard?
INTERNAL USE ONLY 1. In the Programs tab of the Tenant Dashboard, find the program you need to work on and click on its name. This should take you to the program’s details page. 2. Click on the grey “More” button and then select “Manage Cohorts” from the drop-down list.
How to set up a new client
1. Create the client. Go to the Clients tab of the Tenant Dashboard and click on the purple “New Client” button. 2. Create the division. In the Divisions tab, click on the “New Division” button. Make sure to enter both the name of the division (“BenchPrep Industries Healthcare,” “BenchPrep Industries Auto,” …
