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Client Administrators

A client administrator in Tamarac Reporting is the user who is notified when a user posts documents to the client portal. It's best to assign more than one client administrator to each client.

Service team CSAs replace the client administrator in Tamarac. You can report on the CSA in Client Information bulk reports. However, we've left client administrators to support firms who already had them configured. For new firms, we recommend setting up service teams instead of using client administrators.

For more information on client administrators, see Creating a Client: The Client Administrator Panel.