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Coupa Success Portal

Create Clients and Client Groups

In tm5, any entity involved in a transaction is a participant.

Clients are members of your corporate group. It is important to remember that all clients are participants, but not all participants are clients. For example, banks are also participants because they participate in financial activities. They are not clients, however, since they are not part of your corporate group.

Client groups allow you to grant users access to multiple clients or run reports for several clients at once.

Participants (classic)

breadcrumbs_Participants.png

Create a Client

Click the New button to open the Participants pop-up window.

Set Int/Ext to Internal. This specifies that the entity exists within your corporate group.

internal_participant.PNG

Add an Abbreviation and Name for the client.

Select a Country and Local Currency for the client from the drop-down menus.

Check the Client check-boxes for any modules where it should be active. To see the pages in tm5 associated with each classic module, click the Information button information_button.png.

Participant_modules.png

Once you have configured the client as needed, click the Save button to create the client.

If you forget to check anything at this stage, you can always edit the participant later. Go to Participants, filter for internal participants, and click the row number to edit it.

Client Groups (classic)

breadcrumbs_Client_Group.png

Client groups are a valuable tool for reporting and assigning user rights. They also make it easier to filter results in tm5. For example, you should always have a master group for all your client entities. Your global admin should have access to this group, since it gives the admin access to all member companies within your corporate group.

You can create client groups to match your corporate structure. For example, many customers have regional groups, such as Europe, Asia, or North America.

Create a Client Group

Click the New button to create a new client group. 

In the Client Group pop-up window, enter an Abbreviation and a Name for the group. Activate the check-box for any module where you intend to use the group.

client_group_config.PNG

Check Reporting Group if you want to be able to filter for this group when running reports in tm5.

Check User Rights Group if you want to use this group to assign access to users.

Under Group Member of, check the box for any client to include it in the group. Clients must be active for the same modules as the client group.

After assigning members to the group, click the Save button to create the group.

 

With your corporate entities configured, the next step is to enter Banks and Accounts.

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