Use case
You want to add a new client to your portal, then see and manage everything about their account in one place: their services and subscriptions, requests, invoices, files, messages and more.
Clients, organizations and brands
Click Users in the left sidebar, then Clients. The page has three tabs:
Clients: every client user, with their organization, last login and creation date.
Organizations: the companies your clients belong to. Each client is a member of an organization, and services, subscriptions, requests and invoices belong to the organization.
Brands: the brands your clients have created, if the Brands feature is turned on. See How to set up and use brands.
How to add a new client
Go to Users > Clients.
Click Create client in the top right.
Fill in the client's Name and Email address. The Phone number field shows when Client phone number is turned on in Settings > Portal > Advanced.
Enter an Organization name. If you leave it empty, the client gets their own organization named after them (for example "Jane's Organization"), and you can rename it later.
Click Create.
Your client receives an invitation email with a link to log in to your portal, and portal admins and admins get a new client notification.
Good to know: If you enter the email address of a client you deleted earlier, the modal offers Restore client instead, so you bring back their existing account. See How to restore a client.
What you can see and manage for each organization
Click an organization name in the list to open its Organization details page. Clicking a client's name opens the same page on the Members tab. Across the top you'll find these tabs:
Services and subscriptions: the client's current services and subscriptions. Click New service or subscription to add one.
Requests: all requests from the organization's members.
Invoices: the organization's invoices (shown to admins when invoices and checkout are turned on).
Files: files shared by the client or uploaded by your team.
Members: everyone who belongs to the organization.
Messages: your message history with the client (shown when messaging is turned on).
Reviews: reviews the client left on completed requests (shown when reviews are turned on).
Time entries: time logged on the organization's requests (shown when time tracking is turned on).
Credits: the organization's credit balance (shown when credits are turned on).
Brands: the organization's brands (shown when the Brands feature is turned on).
The right-side panel
The details tab of the right-side panel lets you:
Assign an Account manager from your team.
Add Default followers, who are added as followers on every new request from this organization. See How to add organization followers.
See the organization's Members.
Add or remove Tags. See How to use tags for organizations and requests.
Add Properties, such as a website or a shared drive link, with Add property.
Click the second icon at the top of the panel to open Organization notes. Notes are internal: use them for things your team should remember about the client. Click + to add a note.
To update the organization's billing details, click the three dots next to the organization name and choose Edit billing info.
Client actions
In Users > Clients, click the three dots at the end of a client's row to:
View the client's profile on their organization's Members tab.
Edit their name, email or phone number.
Impersonate the client: log in as them to see the portal from their side. See How to impersonate clients.
Change organization: move the client to another organization. See How to change client organization.
Delete the client.
When you are done impersonating, open the menu next to your name at the bottom of the sidebar and click Leave impersonation.
Cancel a client's subscription
On the Services and subscriptions tab, click the three dots on the subscription card and choose Cancel. Then pick Cancel at period end or Cancel immediately and click Cancel subscription. See How to cancel a client subscription for the details.