Overview
The Clients modal manages clients at the workspace level, useful for agencies and resellers managing multiple client relationships.Accessing
- From the dashboard sidebar
- Click Clients or the users icon
- The clients modal opens
Clients List
View all clients with:- Client name
- Assigned websites
- Subscription status
Client Details
Basic Info
- Name and contact
- Company information
- Account status
Websites
- Websites assigned to client
- Access permissions
- Usage statistics
Invoices
- Billing history
- Payment status
- Invoice downloads
Subscriptions
- Active subscriptions
- Plan details
- Renewal dates
Credit Allocation
- Credits assigned to client
- Usage tracking
- Allocation history
Actions
- Add Client - Create new client
- Edit - Update client info
- Assign Website - Link websites
- Manage Credits - Allocate credits
Tips
- Use for agency/reseller workflows
- Track client billing separately
- Allocate credits per client
- Monitor client website usage