Edit or Remove a Client

Once clients have been added to the Client List, anyone with the Super Administrator role can edit or remove a client.

Edit a Client

All client information, with the exception of the client ID can be changed. To edit client information:

Log in to Eclipse SE Administration as a Super Administrator.
Click the Case Management tab.
In the navigation panel, expand the Client/Case Management menu and click Client Management.
In the Client List, find the client for which details need to be changed and click the client’s row.
Double-click the client in the Client List.
Make needed changes in the Modify Client dialog box, then click OK.

Remove a Client

NOTE: Clients can only be removed if no cases are associated with them. Client-case associations cannot be changed once a case is created. Therefore, the only way to remove a client is to remove any associated cases as explained in Remove a Case.

To delete one or more clients from the Client List:

Log in to Eclipse Administration as a Super Administrator.
Ensure no cases are associated with the client.
Click the Case Management tab.
In the navigation panel, expand the Client/Case Management menu and click Client Management.

In the Client List, find the client(s) that need to be deleted.

To delete one client, click the client’s row and click the Delete Client button. If this button is dimmed, it means that the selected client has one or more cases associated with it.

To delete multiple clients, click the row of the first client to be deleted, then either Shift+click the last of a contiguous set of rows, or Ctrl+click a set of non-continguious rows, and then click the Delete Client button.

Note: Clients can only be deleted if no cases are associated with them. Client-case associations cannot be changed once a case is created. Therefore, the only way to delete a client is to delete associated cases.

Confirm that the client (s) you want to delete are the correct clients. You cannot undo the deletion of a client. If the correct client(s) are selected, in response to the confirmation message, click OK.