Manage Clients

Creating a Client

Step 1: Navigate to the Clients section

Select an organization, then click Clients in the sidebar. Click New Client.

Step 2: Enter client details

Fill in the required fields:

Field	Required	Description
Name	Yes	The client's display name.
Location	Yes	The client's location.
Point of Contact	Yes	Primary contact name.
Point of Contact Email	Yes	Primary contact email address.
Organization	Yes	The organization this client belongs to (pre-filled if creating from an org context).
Description	No	Additional notes about the client.
Receive Emails	No	Toggle to enable email notifications to client recipients.
Email Recipients	No	Email addresses that receive project and finding notifications (visible when Receive Emails is enabled).
Logo	No	Upload a client logo.

Email Recipients

Be careful when adding email addresses to the Email Recipients field. These addresses receive automated notifications for project status changes, finding updates, and form submissions. Verify addresses before saving.

Step 3: Click Create

The client appears in the clients list. Click the row to open the client detail page.

Updating a Client

Step 1: Open the client

From the Clients list, click the client row.

Step 2: Navigate to Details

Click the Details tab in the section navigation, or use the row action menu to edit.

Step 3: Update fields and save

Modify the fields as needed and click Save.

You can also update a client from the Edit Client dialog accessible via the row action menu on the clients list.

Deleting a Client

Step 1: Go to client Details

Navigate to the client's Details tab.

Step 2: Click Delete

A confirmation dialog warns that all projects, findings, assets, and integrations under this client will be permanently deleted.

Step 3: Confirm

Click Yes to permanently delete the client and all associated data.

danger

Deleting a client permanently removes all its projects, findings, assets, reports, forms, and integrations. This action cannot be undone.

Bulk Delete

From the Clients list, select multiple clients using the checkboxes, then click the bulk delete button. Confirm in the dialog.