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Clients

The Clients page allows consultancies to manage the client organizations they serve.

Client management is performed within the Clients tab of an specific Organization's dashboard.

To access this section:

  1. Navigate to Admin Panel > Organizations.
  2. Select an organization and click VIEW DETAILS.
  3. Switch to the Clients tab.

Managing Clients​

If your organization is a consultancy, you will see a list of client organizations.

Clients

Adding a Client​

  1. Click the ADD CLIENT button.
  2. Fill in the required details for the new client organization.
  3. Submit the form to register the client.

Searching for Clients​

Use the search bar to find specific clients by name.

Editing and Deleting Clients​

Manage Clients

Click the actions column (...) on a given client to:

  • Edit: Update the client's details.
  • Delete: Remove the client from the system.

[!WARNING] DELETING A CLIENT WILL REMOVE ALL ASSOCIATED PROJECTS. Proceed with caution.