Client Admin

About Client Admin Center

• About Client Admin Center
• About Registrant Settings in Client Admin Center
• About Settings in Client Admin Center
• About System Settings

Client Admin Center Reports

• Client Admin Center Reports

Project Data Shares Settings

• Data Sharing Across Projects

Client Admin

• Users - Add Permission Preset (video)
• Users - Add User (video)
• Users - Delete a Permission Preset (video)
• Users - Delete User (video)
• Users - Disable Users (video)
• Users - Edit/Update a Permission Preset (video)

See all 8 articles

Project Settings

• Client Admin Project Settings (Regions)

Lasso Implementation - Guides

• Domain Authentication - Adding Domain Keys and SPF Records to DNS
• Lead Source Data Capture Process
• Project Setup

Question Center

• Manage Question Center

Registrant List Settings

• About Registrant List in Client Admin Center
• Export Registrant List from Client Admin Center
• Manage Duplicates in Client Admin Center

Registrant Settings - Activity Types

• About Activity Types
• Add Activity Type
• Delete Activity Type
• Hide Activity Type
• Update/Edit Activity Type

Registrant Settings - History Types

• About History Types
• Add History Type
• Delete History Type
• Hide History Type
• Update/Edit History Type

Registrant Settings - Name Titles

• About Name Title Types
• Add Name Title Type
• Delete Name Title Type
• Update/Edit Name Title Type

Registrant Settings - Rating Types

• About Rating Types
• Add Rating Type
• Delete Rating Type
• Update/Edit Rating Type

Registrant Settings - Relationship Types

• About Relationship Types
• Add Relationship Type
• Delete Relationship Type
• Hide Relationship Type
• Update/Edit Relationship Type

Registrant Settings - Source Types

• About Source Types
• Add Source Type
• Delete Source Type
• Hide Source Type
• Update/Edit Source Type

System - Custom Fields and Business Rules

• About Custom Fields and Business Rules
• Add Business Rule Set
• Create Custom Field
• Delete Business Rule Set
• Delete Custom Field
• Update/Edit Business Rule Set

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System - News

• About News
• Add News
• Archive News
• Delete News
• Update/Edit News

System - Terminology Maps

• About Terminology Maps
• Add Terminology Maps
• Assign Terminology Map to Project
• Delete Terminology Map
• Update/Edit Terminology Map
• Unassign Terminology Map from Project

Users

• Add Users
• Manage Permission Presets
• Update/Edit User Accounts
• User Role Types and Permissions