A client is a SmartReach portal with a unique ID. SmartReach sets up the client and services you intend to use when it creates your client portal. However, you can modify these settings as required.
The Client editor under the Services menu lets you configure various options for your client site. For example, you can change your Client Name, specify the default input filter, and configure portal level option such as the default agent desktop, the agent phonebook and so on. You can also configure the security features such as single sign on capability, and password requirements. Note that Service-level settings supersede Client-level settings. You can view the call center details, the features enabled under the Billing tab, and the jobs available for your site.
This section contains the following topics: