Managing Client's Sites

Helpful Notes

You can learn more about Client’s Site in here.

Access Client’s Sites

You can locate the Client’s Sites on the top menu and it’s also the first thing you see when you log in Admin portal.

Create a client’s site

1. On the Client’s Sites page, click the “Add New Site” on the right
2. Enter values in required fields and click “Add Site”
3. Once successfully created, the new site is shown in the table
4. A welcome email is sent to the registered email with temporary login credentials

5. The client must log in and change the temporary password as instructed
6. After the password is successfully updated, the site is now ready to use

Once the sit is created, a user is also created and added the user group Client automatically.

Edit a client’s site

1. On the Client’s Sites page, locate the site that you want to edit and click the “Edit” button at the end of the row
2. A panel slides in from the edge with all the details about that client’s site.
   • Overview tab
   • Integrations tab
   • Services tab
3. Update client’s info in the Overview tab.
4. Click “Save Changes” to finish

Learn more about Integrations in here and Services in here.

Bulk move client’s sites to a user group

1. On the Client’s Sites page, click “Bulk Action” on the left and select Move client’s sites to another group
2. Select the sites that you want to move
3. Click “Move [number] client’s sites”
4. A dialogue will pop up and from there, select the new user group for the selected sites
5. Click “Move” to finish

Delete a client’s site

1. On the Client’s Sites page, locate the site you want to delete and click “Delete”
2. A dialogue will pop up and ask for your confirmation
3. Click “Delete” and the site is successfully deleted

By deleting a client’s site, the associated user group will be unassigned and remain intact. To have a clean removal, you should also delete the associated user.

Bulk delete client’s sites

1. On the Client’s Sites page, click “Bulk Action” on the left and select Delete client’s sites
2. Select the sites that you want to move
3. Click “Delete [number] client’s sites”
4. A dialogue will pop up to confirm the action
5. Click “Delete” to finish