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

Note

To add a client to your Pia Portal:

• First, ensure the company has a specified Company Type in your PSA connected service, and (if applicable) the correct specified UDF Value.
• Secondly, go to your PSA Connected Service and click Sync Now.
• This may take a few minutes, after which the new client should appear in your clients list, ready for configuration.

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