Client Accounts

Client accounts are established to provide clients with secure access to the client portal, enabling them to:

• Monitor Project Status: Stay updated on the current state of their projects.
• Review Detailed Reports: Access comprehensive reports in real-time.
• Identify Assigned Consultants: See which security consultants are working on their projects.
• Analyze Findings: View statistics of each finding based on their status.
• Manage Project Assets: Oversee and manage assets associated with their projects.

This centralized access enhances collaboration and ensures clients remain informed about their ongoing engagements.

1. Creating a Client Account

Step 1: Navigate to the Client Details Section

Step 2: Open the "Create New" Modal

Step 3: Fill in Account Details

In the modal, provide the following information:

• Name: Enter the full name of the user.
• Email Address: Enter the user's email address.
• Blocked: Check this box if you wish to block the user from accessing their account. Leave it unchecked to allow access.

2. Updating a Client Account

Step 1: Identify the account you wish to modify.

Step 2: Click the pencil icon (edit) adjacent to the account to open the edit modal.

Step 3: Update Account Details

Within the modal, you can adjust the following fields:

• Name: Change the user's name as needed.
• Email Address: Revise the email address if necessary.
• Blocked: Select or deselect this option to block or unblock the user.

Step 4: Save Changes

• Once you've made the necessary modifications, click the Update button.

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Blocking a Client Account

Blocking a client account will immediately restrict their access to the client portal.

3. Deleting a Client Account

Step 1: Click the pencil icon (edit) next to the account to open the edit modal.

Step 2: Click the Delete button to remove the account.

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Deleting a Client Account

Deleting an account is a permanent action and cannot be undone. Confirm your intention before proceeding.