Helpdesk Training Article
This article explains what clients are and how to set them up so they can run Cambridge English Placement Tests.
If you have clients you may wish to set up user accounts for them so that they are able to order tests and view candidate results.
Please view this tutorial for details on how to do this:
1. Log into the Cambridge English Test Portal
URL: https://www.metritests.com/metrica
2. Click on the My Clients tab
3. Select My Clients from the drop-down list
The list of any clients you have added to the portal will be displayed here.
4. To create a new client, click the add button
You will be taken to the screen where you can add your client's details. A number of these fields are compulsory.
5. Add your client's name
6. Add your client's address
7. Add the country where your client is located, and select the appropriate time zone
You can also check the tick-box if you would like to create a default venue using these details.
Click save to save the clients details.
You will be taken back to the list of clients and you now see your new client here.
Adding a User to a Client
You will then need to then create a user for this client.
1. Click on New Client you have just created
2. Click on the Users tab
3. Then click on the Add User button
You can add the user details on this screen.
You will also need to create a username and email address for the user.
Then you will need to select the appropriate user role. For clients, you should only select the CEPT Client role. The other roles listed are for agents at your main location only and giving a client one of these roles will give them incorrect permissions.
Once you have added your user's details click the save button.
Your user will now be added, and their status will show as active. They will receive an auto email to set up a password
If you click on the venues tab, this will display all of the venues for this client.
You can create venues by clicking on the Add Venue and adding the details of the venue.
If you click on the Tests Credits tab, you will be able to see a list of products and see the quantity and status of each of these tests.
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