Tasks on the Client Mapping Tab

On the Client Mapping tab, it is possible to map users or groups to clients and unmap them from the clients. The following topics describe these actions in step-by-step detail.

To map users or groups to clients:

1. Select the client you want to work with in the available Clients drop-down menu.
2. Select either Users or Groups tab in the available Users/Groups section.
3. If you want to add (map) all users/groups from the Available Users/Groups list to the selected client, click Add all button from the Main Controls.
4. To add (map) selected users/groups to the selected client, choose the users/groups you want to add, in the available Users/Groups list. Select multiple items by dragging or holding CTRL or SHIFT while clicking. Click Add button from the Main Controls to complete the process of adding users/groups. The selected users/groups move from the available Users/Groups list to the Mapped Users/Groups list.
5. Click Apply to keep changes or - when prompted to save changes on exit - click OK to confirm.

Note: Each user or group can be mapped to none or as many clients as you want. Remember, that a user that is not mapped to any client (either directly or indirectly through group membership) cannot access Valuemation.

See also the picture in the Client Mapping topic for reference.

To unmapp users or groups from clients:

1. Select the client you want to work with in the available Clients drop-down menu.
2. Select either Users or Groups tab in the available Users/Groups section.
3. To remove (unmap) selected users/groups from the selected client, choose the users/groups you want to remove, in the Mapped Users/Groups list. Select multiple items by dragging or holding CTRL or SHIFT while clicking. Click Remove button from the Main Controls to complete the process of removing users/groups. The selected users/groups move from the Mapped Users/Groups list to the available Users/Groups list.
4. Click Apply to keep changes or - when prompted to save changes on exit - click OK to confirm.

See the image in Client Mapping topic for reference.