Differences

This shows you the differences between two versions of the page.

--- client_setup [2018/11/13 15:03] – created lucy
+++ client_setup [2021/04/21 01:14] – lucy
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 ===== Create a Client =====
-Create a client or choose the built in client (a client can be your own organization or the company who asked you to perform a phishing test). This is important because you can also create [[user_management|view only accounts]] which are associated with those clients.
+Create a client or choose the built-in client (a client can be your own organization or the company who asked you to perform a phishing test).
 {{ 16.jpg?direct&600 }}
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 {{ 17.jpg?direct&600 }}
+===== Where to use clients? =====
+**Restricted dashboard access:** you can use the clients to create [[user_management|view only accounts]] which are associated with those clients.
+**Client-specific reports**: view all client-related reports
+{{ client-reports.png?600 }}
+**Client-specific campaigns**: view all client-related campaigns
+{{ client-campaigns.png?600 }}
+===== Branches =====
+In order to manage client-related Administrative Users, recipient groups and campaigns **Branches** functionality is introduced in Lucy starting from the 4.8 version. Branches can be created for a client under **Branches** and may represent practically anything - from a tier of management to physical locations, to languages, to organization divisions, to openly defined security levels. Branches are used to divide access to campaigns, custom templates and recipient groups between Lucy Users related to different clients. Campaigns, templates and groups related to a certain branch of a certain client will be seen only by the User associated with the same branch of the same client.