Client Admin Onboarding and Team Setup
The Client Admin manages the customer team, credits, privileges, and usage within the Enterprise Client Administration workflow.
Client Admin onboarding process
1. Log in as Admin.
2. Receive pre-loaded credits.
3. Add co-workers to the customer team.
4. Allocate credits to team members as required.
5. Set privileges for the team.
6. Complete training and support: The onboarding process includes training and limited-period relationship manager (RM) support.
Client Admin responsibilities also include monitoring team access, mandate progress, pools, sharing, and usage.
Any further issue please reachout to us.