How to access Client/Entity list from Tools menu

 

If you want to access the Client/Entity list in detamoov you can go to Tools in the left hand menu of your home page.  Click on Tools and it will bring up a list of all Clients and Entities.

 

 

This will bring you to a list of the company's Clients/Entities within detamoov.

 

 

How to create a new Client/Entity

 

Click on the Add button on the upper right hand side.

 

 

This will open up a side bar where you can enter in a New Client/Entity.  Enter the Name and then press Save Changes

 

 

How to edit the Client/Entity name

 

Once you have created and saved the new Client/Entity, you will see it appear in the list of Clients/Entities.   To Edit the Client/Entity name all you need to do is click on the Client/Entities name in the list. The Client/Entity will show up in the right hand side and you simply need to update the name and click Save Changes button.

 

 

 

How to access moov configurations for the client/entity

 

To access the moov configurations for the client/entity, you need to click on the Client/Entity name in the list and any moov configurations associated with that Client/Entity will appear on the right hand side.  Click on the configuration you want to edit and it will bring you to the moov maintenance page where you can edit the configuration.

 

Edit the moov configuration and click Next button until you reach the end where the Save button is.