Adding and Configuring a Client

Navigating to Client Configuration

The easiest way to get to the configuration screen where you can add and configure clients is to:

1. From the left-hand menu select 'Clients'
2. You will be presented with a table of clients.
   1. Use the filters to find the client you are after; or
   2. Add a brand new client
3. Click on the Client name, which is a link that will open up the detailed client configuration page

Configuration Options

Below are some of the common configurations that should be applied to each client. These links will take you to a bit more detail about how to perform each action.

• Enabling Pia for a Client
• Microsoft Graph API Authorisation
• Global Configuration
• Tagging Clients
• Client Hierarchy Creating a Parent/Child Relationship
• Mail Send Functionality
• Supporting Clients with Multiple Environments