Clients, users and contacts Admin

The client list

Open Clients from the main menu to see every client account.

Filters: Client / Company Name, Email Address, Phone Number, Status.

Columns: ID, Name, Email, Company, 2FA, Joined, Status. A User Deleted badge appears when the underlying user account has been removed.

Client statuses

Status	What it blocks
Active	Nothing blocked
Inactive	Cannot place new orders or log in
Suspended	Cannot place orders, pay online, or make account changes
Closed	Account is permanently closed; no actions are allowed

Add a client

Go to Clients → Add New Client.

1. Account Owner — choose Create a new user to create a brand-new login, or Associate with an existing user to link the client record to a user who already has an account.

2. Profile Details — first name, last name, company name, phone number.

3. Address & Billing — street address, city, state, postcode, country, Currency (cannot be changed once the client has been invoiced), Payment Method, and Billing Contact.

4. Email Notifications — choose which system emails this client receives.

5. Settings — tick the options that apply:

   • Overdue Notices — send payment overdue emails
   • Tax Exempt — no tax rate can be set on their invoices
   • Separate Invoices — one invoice per order line
   • Disable CC Processing — skip automatic card charges
   • Marketing Emails Opt-in — include in marketing campaigns
   • Status Update — notify the client of service status changes
   • Allow Single Sign-On — allow SSO login for this account

6. Admin Notes — private notes visible only to staff.

7. Click Create Client.

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Once a client has been invoiced, their currency cannot be changed (CLIENT_CURRENCY_ALREADY_INVOICED). Choose it carefully when creating the account.

The client summary

Open a client and click Summary. The page shows:

• Client Information — contact and billing details at a glance.
• Other Information — account settings and notes.
• Invoices / Billing — invoice counters and financial totals: Gross Revenue, Client Expenses, Net Income, Credit Balance.
• Products / Services — active and past services.
• Recent Emails — last few emails sent to the client.
• Admin Notes — staff-only notes.
• Current Quotes — open quotes.

Quick links at the top right: Create Invoice, Add Billable Item, Create New Quote, Open New Ticket.

Profile

Click Profile to edit the client's contact details, billing address, currency, payment method, and account settings. Click Save Changes to apply.

Users of a client account

Click the Users tab. Each client account has one Owner and may have additional Users.

• + Add User — choose Search Existing to link a user who already has a login, or Invite by Email to send an invitation.
• Transfer Ownership — pass the Owner role to another user on the account.
• Remove — remove a user from the account.

The owner cannot be removed until ownership is transferred to someone else (CLIENT_OWNER_CANNOT_BE_REMOVED). You cannot transfer ownership to someone who is already the owner (CLIENT_TRANSFER_SAME_OWNER).

Contacts

Click the Contacts tab to manage additional email contacts for this client. Contacts receive copies of emails but cannot log in.

• Add — fill in the contact form and save.
• Edit — update an existing contact.
• Delete — remove the contact permanently.

Two contacts on the same client account cannot share an email address (CONTACT_EMAIL_IN_USE).

All users

Go to Clients → Manage Users to see every user across all client accounts. From this screen you can:

• Send Password Reset Email — sends a reset link to the user's email address. Local Local accounts only; not available for SSO users.
• Change Password — set a new password directly. Local Local accounts only.

Suspend, deactivate, and close

Action	Allowed when	Error if not allowed
Suspend	Active or Inactive	CLIENT_SUSPEND_NOT_ALLOWED
Deactivate	Any status except Suspended and Closed (no-op on Inactive)	CLIENT_DEACTIVATE_NOT_ALLOWED
Activate	Inactive or Suspended	CLIENT_ACTIVATE_NOT_ALLOWED
Close	Active, Inactive, or Suspended	CLIENT_CLOSE_NOT_ALLOWED

A closed account cannot be reopened through the admin panel (CLIENT_ACTIVATE_NOT_ALLOWED).