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Create a new Live Client

  • Create New Live Client

    Creating a new Live Client is accomplished through a comprehensive 4-step wizard that guides administrators through the setup process.

    Step 1: Info

    Configure basic company information:

    • GSI ID: Automatically generated unique identifier
    • Company Name: Primary identifier for the client organization (required)

    Step 2: Company Admin

    Set up the Company Administrator who will manage the Live Client:

    • Admin First Name: Required field for the administrator's first name
    • Admin Last Name: Required field for the administrator's last name
    • Admin Email: Primary contact email for system access
    • App Language: Default language for the administrator's interface
    • Send Invitation Email: Option to automatically send access credentials

    Important: The Company Administrator role can only be changed by system administrators upon explicit request from the client organization.

    Step 3: Modules

    Select and configure GSI modules for the Live Client:

    Available Modules:

    • Staff: Employee management with included components and related modules
    • Badge Machine Import: Integration with attendance tracking systems
    • Notifications: System-wide alert and communication features
    • Mobility Integration: Mobile access and functionality
    • Ticketing: Support and request management system
    • Documents: Document management capabilities
    • CRM: Customer relationship management tools

    Each module includes:

    • Included Components: Core features automatically activated with the module
    • Related Modules: Additional modules that enhance functionality when used together

    Step 4: Copy General Tables

    Inherit standardized configuration data from an existing Live Client:

    Setup Options:

    • Companies: Pre-configured company structures and relationships
    • Staff: Employee categories, roles, and permission templates
      • All staff-related configurations
      • Clients activity tasks
      • Travel time types
      • Time shifts
      • Absences types
      • National holidays

    Benefits:

    • Rapid deployment with proven configurations
    • Consistency across related environments
    • Reduced setup time and effort
    • Inheritance of best practices

    After selecting what to copy, click "COPY AND FINISH" to complete the Live Client creation.

    About next steps, please check suggestions on "Getting Started" in "GSI2 System Overview".