---
title: "Clients"
slug: "clients"
updated: 2025-04-02T04:31:41Z
published: 2025-04-02T04:31:41Z
canonical: "docs.team-tracks.com/clients"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.team-tracks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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."**

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(247).png)

1. Fill in the required details:

⚠ **Note:** The email address must be unique across all users, including Agent Users.
  - **Email Address** (mandatory & unique)
  - **Password** (required & must be at least 6 characters long)
  - **Full Name**
  - **Title** (Optional)
2. Click **"Create"** to finalize the Client user creation.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(248).png)

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

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(249).png)

> [!NOTE]
> Note
> 
> Users can personalize these features through their own account profile settings.