Client Management

Use Client Management to create and maintain your customer records.

Create a client

1. Open Clients.
2. Select Add client.
3. Enter client name, reference code, and primary contact.
4. Assign the client to an internal team owner.
5. Save and verify the client appears in list view.

--- screenshot here ---

Edit or archive a client

1. Open the client record.
2. Update contact details, status, or linked sites.
3. Archive clients only when all active workflows are complete.

Best practices

• Use a consistent naming format for easy search.
• Add clear internal notes for handover between admins.
• Confirm portal access scopes after any client change.

Related documentation

• Site Setup and Management
• Client Getting Started