Skip to main content

Client Management

Use the Clients tab to add or maintain reporting entities associated with your i17 tenant.

Add a client​

  1. Click Add Client.
  2. Provide:
    • Name: Legal entity name.
    • Display Name: Friendly label shown in dropdowns.
  3. Select Add Client to save.

Add Client

Edit or delete​

  1. Select an existing client from the grid.
  2. Click Edit to update names, or Delete to remove access.

Manage Clients

Deleting a client hides it from run configuration dropdowns. Ensure no active disclosures rely on the client before removal.