Activate a Client

This article demonstrates how to activate an individual client record.

When a client record is first created the status is set to inactive. A record can also be changed to inactive status manually when required.

To create an assessment record for a client, the status must be changed to Active.


Step 1. Log into your Community CI system.

The welcome page will be displayed.

Home Page


Step 2. Click on the Clients link.



Step 3. If required, search for the required client (refer to Search for a Client )


Step 4.  Click the three dots on the right-hand side of the client and select Activate.


Activate Client


The Client record is updated to active status

Activated Client Record



Further Information


Updated on August 15, 2018

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