This guide will walk you through managing clients, including adding new clients, editing client information, and inviting users to client accounts on the partner portal.
Adding a New Client:
To add a new client, follow these steps:
- Located at the top right corner of the dashboard, click on the "New Client" button.
- Fill in the "Client Name" and "Membership End Date" fields. Click the "Create" button to add the new client.
Note that client information can be edited later if needed.
You can view and manage all your clients in the Client Management dashboard. The Client Management dashboard provides a comprehensive list of all your clients. For each client, you can view the following details:
- Client Name: The official name of the client.
- Membership End Date: The date when the client’s membership will expire.
- Number of Users: The total number of users associated with the client.
- Number of Locations: The total number of locations linked to the client.
- Active Status: Indicates whether the client's account is active or inactive.
- Created Date: The date when the client account was created.
How to Edit Client Information?
To update the details of a client, follow these steps:
- Find the client whose information you want to edit on the Client Management dashboard. You can use the search function or scroll through the list to locate the specific client.
- Click the "Edit" button next to the client’s name to open the client’s detail editing screen.
In the editing screen, you can modify the following information:
Client Name: Change the name of the client if necessary.
Membership End Date: Update the membership end date to reflect client subscription period changes.
Active Status: Toggle the status to activate or deactivate the client account as needed. This is useful for managing active and inactive clients.
After making the necessary updates, ensure that you save the changes. This will update the client’s information and reflect the new details on the Client Management dashboard.
Inviting User to Client Account
To invite users to a client’s account, follow these steps:
- In the Client Management dashboard, click on the client name for whom you want to invite users. This action will take you to the client’s account details page.
- Within the client’s account details, navigate to the Partner Admin panel.
- Click on the "Invite User" button on the User page to start the invitation process.
- Provide the email address of the user you wish to invite. Ensure the email address is correct to avoid any delivery issues.
- Once you have entered the email address, send the invitation. The invited user will receive an email containing an invitation link to join the platform.
When the invited user logs into the platform for the first time using the invitation link, they will be assigned the "Guest" role by default.
Guests cannot access the admin panel and cannot invite other users. This restricted access ensures that only authorized personnel (like you consultants) can manage critical aspects of the client’s account.
If you want to give the client user "Admin" role
- In the admin panel, navigate to the "User" section to view the list of users associated with the client’s account.
- Find the user you want to promote to admin status and click on their name to open their user details.
- Go to the "Roles/Groups" section of the user's details. Select the "Admin" role to grant the user admin privileges.
Once a user is granted admin rights, they gain several new capabilities:
- Access to the Admin Panel:
- The newly appointed admin will have full access to the admin panel, allowing them to manage various aspects of the client’s account. You can find more information about what Admin users can do in the platform here.
- Invite Other Users:
- Admins can invite additional users to the platform, expanding the team’s ability to collaborate and utilize the platform’s features.
- Manage User Roles and Permissions:
- Admins have the authority to manage roles and permissions of other users within the client’s account. This includes promoting users to admin status or assigning other roles as necessary.
By following these steps, you can effectively manage clients and user access on the platform, ensuring smooth operations and proper access control.