To find a client in Croud Control, follow these steps : In the main navigation bar, click User Manager > Client  This should show the C...

When you have a lead that could be a new client, you need to add the prospective client to Croud Control so that you and the rest of the team can journal an...

Existing clients on Croud Control can be edited by users with access to them. To edit an existing client in Croud Control, in the main navigation bar, click...

You cannot change a Croud entity assigned to a client - only the access team can do this. If you assign the wrong office to a client profile, then costs wi...

Not all clients in Croud Control can be accessed by all users some will be restricted. Restricted clients will look like this when they are viewed via the c...

Users will need access to a client to see the work connected to them. For information on how to do this visit : https://croud.freshdesk.com/a/solutions/arti...

Only pre-approved Croudies are eligible to work on data-sensitive clients, ensuring stringent selection and contractual compliance. Going forward, the Picke...

The Contracts and Access teams manage this section. Send channel requests to cc.activation@croud.com.

In Croud Control we use search filters, sometimes these filters may be the reason users cannot find clients.  Remove all filters and try to search for your ...

If the client is created but showing as “Pending”, then an email has already been sent to the activation team to make them aware of the new profile and nex...