Creating clients

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The Lucid Marketplace interface’s client feature allows users to keep track of clients for both reporting and organizational purposes. In this case, client refers to the end client. Only users within your account have access to client information.

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  1. Select the admin dropdown menu, click clients.

  2. Click the add client button.

  3. Enter the client information.

    Only client name and client code (included in the blue box in the image below) are required.

Encryption

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If using link encryption, fill out the encryption section of the client details.

  1. Enable the field to indicate if incoming or outgoing (or both) encryption is required.

  2. Enter the variable name.

  3. Enter the encryption private key.

  4. Click save.

    If you need assistance with setting up link encryption, contact your customer success manager.