Managing Clients

Adding a Client

Navigate to the Clients page in your dashboard and click "Add Client". You need:

• Company Name:the client's organisation name
• Contact Email:primary contact email address
• Contact Name (optional):name of the primary contact

The number of clients you can add depends on your plan. Starter allows up to 3, Pro up to 100, and Team up to 500.

Client Detail Page

Click on any client to see their detail page, which includes:

• All engagements for this client
• Form to create new engagements
• Client contact information
• Engagement status overview and statistics

Inviting Clients to the Portal

To give your client access to their portal, use the "Invite to Portal" button on the client detail page. This sends an email with a setup link where they can create a password and access their findings, reports, and invoices.

Clients can only see data related to their own engagements:they cannot see other clients' data.

Deleting a Client

Clients can be deleted from the client detail page. This requires the Admin or Owner role. Deleting a client will also remove all associated engagements, findings, documents, and invoices. This action cannot be undone.

Internal Mode: Business Units

When your workspace is in Internal mode (configurable in Settings), "Clients" are relabelled as "Business Units". The functionality is identical:the terminology adapts to your workflow.