Clients are the customers of your company, and employees are scheduled to work at specific places/areas (spots) on their sites.
All users can view company clients from upper, own, and sub-division levels. Division Admins can manage clients within their own divisions and sub-divisions. The Global admin manages all clients within the system.
Accessing the Clients Page:
Click on “Clients > Clients” in the menu to open the Clients page. This page displays a list of all clients within the company divisions accessible to the user.
The Client’s grid supports filtering, sorting, and pagination, as described in the “Data Management in Grids” section.
Adding and Modifying Clients:
As a Global or Division Admin, you can add and modify client data.
Adding a client:
To add a client, click “Add.” A pop-up form will appear.
You need to provide client’s data, including:
CLIENT DETAILS:
- Client Name
- Company Division
- Address Line 1 (optional)
- Address Line 2 (optional)
- Zip (optional)
- Country (optional)
- State (optional)
- City (optional)
BRANDING DETAILS:
- Logo (optional)
CONTACT DETAILS:
- First Name (optional)
- Last Name (optional)
- Phone Number (optional)
Editing Client Data:
To edit a client, either double-click on the client in the list or select it and click the “Edit” button to modify the data
Deleting Clients:
To delete a client, select it in the list and click “Delete.” Deletion is not possible if the client already has sites.
