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Clients

In this section you can create clients for your company and manage them depending on the permissions granted to you by the clients.

Client Creation Access:

  • Only System Integrators with the Company Admin role can create new clients
  • System Integrator has the authority to modify Client info and moderate the Client's Company team
  • If a client revokes access for a System Integrator to their company, the System Integrator will no longer be able to moderate the Client's Company team

Clients

Clients interface

  • "Add new" button (blue-bordered) to create new client entries
  • Search bar - search through clients
  • Client list table with columns: Company name, Type, Website, Address

Detailed explanation of each opened Clients page section