Our platform allows System Administrators in Client Connect to add Products based on the services or products they sell or provide. Once you create Products, you can associate them with Document Folders or Pre-answered Assessments. This feature helps to group and organize your data.
Adding a Product
1. Navigate to the Products screen from the System Admin module and click on the Add Product button as shown below.
2. Enter the Product Name and Product Description and click on the Submit button.
3. The Product will be added and available on the Products screen.
Deleting a Product
You have the option to delete a Product depending on your changing business requirements.
1. Navigate to the Products screen from the System Admin module. The Products screen will list all the products available for your organization.
2. To delete an existing Product, click on the Delete icon under the Action column as shown below.