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Create Clients

This task creates a Client in the eXate platform.

  1. Navigate to Admin, Client from the sidebar menu
  2. Click the "+" button to add a new Client
  3. Fill in all the required information on the form
  4. Ensure Client Scope: DefaultScope and ApiGatorScope are selected (see Client Details screenshot below)
  5. Ensure Client Role is set to FirmAdmin (recommended settings as per the Claim Details screenshot below)
  6. Click Save

Client details

Claim details