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.

  1. 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
  2. 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