Clients

Client Users are external users who access the Client Portal to create, view, and manage their own requests and data while interacting with the organization's agents. These users can include distributors, partner companies, or consumers who need to initiate and track processes such as RMA requests, communicate with agents, and manage their associated data.

Licensing

Unlike agent users, Client Users do not require licenses to access the portal. Organizations can have an unlimited number of client users accessing the system without any additional licensing costs.

Client Users gain access to portal features through the Client Portal Pages configured by the admin, ensuring they interact only with the relevant information and actions based on their permissions.

Creating a Client

To create a Client user in TeamTracks, follow these steps:

1. Navigate to the Admin Interface.

2. Click on "Clients" from the left navigation panel.

3. Click "Create New."

1. Fill in the required details:

   • Email Address (mandatory & unique)

   ⚠ Note: The email address must be unique across all users, including Agent Users.

   • Password (required & must be at least 6 characters long)

   • Full Name

   • Title (Optional)

2. Click "Create" to finalize the Client user creation.

Once the client is created, you can assign roles and configure settings by opening their profile.

Client Management

All created clients are listed on the Clients Page. Click on an client’s name to open their profile information. clients are primarily identified by their email address.

Password

A "Change Password" link is available at the top of the profile page(screenshot below).

Editing Client Details

Click "Edit" to modify the following fields:

• Email Address

• Title

• Client Profiles:

  • Access to lists, views and charts are based on assigned roles.

  • A user can have multiple Client roles assigned.

• Toggle Buttons:

  • Disable Account – Restrict user access.

• Date Format Options:

  • MM/DD/YYYY (Default)

  • DD/MM/YYYY

  • YYYY/MM/DD

• Date Separator Options:

  • Replace / with . if preferred.

• Time Format:

  • 12-hour (AM/PM) (Default)

  • 24-hour format

Note

All modifications to the client profile are logged in the History section.

Note

Users can personalize these features through their own account profile settings.