Create client workspaces

In Cloud, client organizations are represented by Client Entities. These entities can be categorized and organized in multiple ways, such as by forming associations between them or by assigning tags or workflow stages.

Creating client workspaces from a client list

Cloud enables you to add multiple client entities in a single procedure using a .csv file or a block of delimited text.

When using either method, ensure that:

• Each row represents one client entity, and
• Each column represents a property, such as their name, start date, and tags. To assign multiple tags, place the tags between quote marks and separate them with commas. Any tags that do not currently exist in Cloud will be created by performing the import.

In this example, an administrator wants to add two client entities:

Name, Location, Entity Number, Start Date, Fiscal Year End, Tags
Chockablock Industries, Toronto, 4829, 09 Jul 2012, December, “Retail, Partnership”
Superior Furniture, Toronto, 5937, 22 Aug 2010, December, Retail

To import a list of entities:

1. Ensure that you have the Entities Admin role or equivalent privileges.

2. From the Cloud menu, select Entities.

3. Select New | Import.

   

4. Select Import from CSV and browse to your .csv directory file, or paste your delimited list text into the text box.

5. Choose the appropriate options, then select Next.

   

6. Map the property that matches each column. The Name and Entity Number are required to complete the import. Any existing entities with the same Entity Number value will be modified.

   

7. Select Import.

The entities are added to Cloud. Any existing entities with the same Entity Number are modified.

Creating a single client workspace

If you want to create organizations individually instead, you can do so from the Entities page.

To create an entity:

1. Ensure that you have the Entities Admin role or equivalent privileges.

2. From the Cloud menu, select Entities.

3. Select New and the appropriate entity type.

   

4. Choose a Country of Registration and an Organization Type. The available organization types vary based on which country of registration is selected. For more information, see Entity creation.

   

5. Select Save.

The entity is added, and is displayed on the Entities page.

Tagging workspaces

Assigning Tags helps to categorize and identify people, files, and entities in your organization. You may want to tag entities according to their industry, organizational structure, or the type of work your organization performs for them.

To tag entities:

1. Ensure that you have the Staff Editor role or equivalent privileges.

2. From the Cloud menu, select Entities.

3. Select the entity you want to edit the tags for. In the entity’s menu, select Tag ().

   

4. Choose appropriate Unassigned tags to assign them.

   

5. Select Save to apply your changes.

After you’ve assigned tags to an entity, you can filter entities based on their tags from the Search bar.

Categorizing client entities

If you have created a workflow for client entities, you can use that workflow's stages to categorize your client entities appropriately. For more on creating workflows, see Create custom fields, tags and workflows.

To set the type of client:

1. Ensure you have the Entity Access role or equivalent rights to the entity.

2. From the Cloud menu, select Entities and choose the entity you want to edit.

3. In the entity’s menu, select its current workflow and choose the appropriate option from the context menu.

   

The entity’s workflow stage is updated.