Create, Edit & Delete Client Accounts
Osmium allows you to easily manage your clients/customers. You are able to create new client accounts, which will have their own access to a client dashboard.
Create A Client Account
You can create a new client account by clicking on the Quick Add icon or by clicking on the action_column.
- Required/Mandatory information
- Company name
- If your client does not have a Company, you can use their name as a “company” name.
- First name
- Last name
- Email address
- Optional information
- Billing address
- Shipping address
- Other Details
- Tags – Tags can be used for a variety of reasons, such as identifying unique aspects of your clients.
Editing A Client Account
To edit your client account, click on the Edit Client Icon, as shown in the image below:
Deleting A Client Account
To edit your client account, click on the Delete Client Icon, as shown in the image below:
When you delete a client, all the items/resources linked to that client will also be deleted. The list below highlights some of the items that will be deleted.
Projects
- Client Users
- Invoices
- Tasks
- Files
- Payments
- etc etc