Add, rename and delete clients on the Clients page, and open a client to see everything stored for it.

Overview

Clients lists your own company and each client, with its Equipment, Employees and the date it was Added. Click a client to open its page.

A client's page shows its contacts (see Client contacts) and a box for each kind of record with how many it holds: Equipment, Employees, Locations, Departments, Accessories, Warranty contracts, Documentation pages, Files and snippets, Changes, Subnets, VLANs, Circuits, Racks, Services, Software, Checklists and Tasks. Click a box to start working in that client and open the list.

Requirements

• Role: Manage clients (Admin and Manager by default).
• Plan: MSP (the Clients feature), with clients turned on.

Steps

Add a client

1. In the sidebar, open For MSPs, then Clients.
2. Click Add client.
3. Enter the client's Name and click Submit.
4. Choose it under Working in at the top, or use Work in this client on its row.

Work in a client

On the Clients list, use Work in this client on the client's row, or open the client and click Work in this client. You go to the home page, now showing that client. See The client switcher.

Rename a client

Use the rename action on the client's row, or open the client and click Rename. Each client needs a different name.

Delete a client

Delete appears only for a client with nothing stored. Open the client, click Delete and confirm. Its history stays in the activity log.

Notes

Note: Your own company cannot be deleted.

Note: A client's page reads "Nothing is stored for this client yet, so it can be deleted" when it is empty.

Troubleshooting

"There is already a client with that name." Pick a different name.

There is no Delete button. The client still has records. Move or remove them first, including anything not shown in the boxes.