Clients

Clients are used to represent customers who send finished products to the laboratory for testing. Clients are the owners of products in LabHQ.

Visibility of client data in the lifecycle can be limited to certain user accounts within LabHQ, particularly useful where a laboratory has individual teams responsible for client work.

Contents

Creating a Client

External User Accounts

Creating a Client

To create a new client in LabHQ:

1. Select Setup  Clients to open the client editor.
2. Select the [ Create Client ] button.
3. Under the Details section
   1. Enter a name for the client. If the name has already been used by another client then an error will show under the input field.
   2. Enter the client’s contact details.
   3. In the Notes field, enter any notes related to the client or their testing requirements.

1. If the client submits products to your laboratory for testing, check the box next to the Products section.
   1. From the Configuration drop down, select one of the following options:
      1. All - This enables all products for use with this client.
      2. Custom - This allows users to enable one or more specific products for use with this client.
   2. If a custom selection is set, from the Available Products box, select the product(s) to be assigned to the client using the [ > ] button.
   3. You can use the search box to filter the product list showing in the Available products box.
   4. The double arrow [ >> ] button can be used to assign all products from the current filtered selection or all products if no filter is active.

ℹ️ Assigning products to a client will allow jobs to be submitted for this product and client.

ℹ️ Assigning user accounts to the client grants the users with access to all job/sample data submitted for this client.

5. Once client editing is complete, select the [ Create ] button.

External User Accounts

ℹ️ External users can be added to receive LabHQ notifications on any subscription tier.

☆ On Advanced and Enterprise subscription tiers, external users will also be invited to the LabHQ Portal.

External user accounts allow external stakeholders to access the LabHQ Portal and receive LabHQ lifecycle notifications. These users are granted access to the LabHQ Portal based on the email addresses associated with the client.

Each email address can be registered to only one client, granting the user access for that specific organization. Added users will receive a LabHQ Portal Invite email, prompting them to accept the invitation on behalf of the organization they were invited to. They will be asked to provide their name and set a password. Their email address and chosen password can then be used to grant them access.

Creating External User Accounts

To add an external user account:

1. On the Edit Client screen under the External Users section, select the [ Add User ] button, enter a valid email address and click the [ OK ] button.
2. Save the client by selecting [ Save ] or [ Create ].

ℹ️ When saving changes to a Client, attempting to add an existing email address will result in an error message: At least one external user account added already exists . You must remove the existing email address from the External User Accounts section before your changes can be saved.

Re-Inviting External Users

External users can be re-invited should they misplace their invitation email. To resend a LabHQ Portal Invite email to their registered address:

1. On the client edit screen, under the External Users section, select the three dot menu icon against a user's email address.
2. Select the [Resend Invite] button.

ℹ️ Re-inviting a user that has already accepted an invitation results in an error message: User has already accepted an invitation.

Deleting External User Accounts

To revoke an external user's LabHQ Portal access and disable their notifications:

1. On the Edit Client screen under the External Users section, select the three dot menu icon and then select the [Revoke Access] button.
2. A prompt will ask you to confirm deletion. Select the [OK] button to confirm.
3. Save the client by selecting the [Save] button.