Introduction
Update Client action allows you to update the details of an existing client such as email, name, and client groups. Consider a specific track that manages client accounts, where you keep all the client information. Whenever there is an update for a client in the track, you can ensure that the updated details are automatically reflected in the TeamTracks client information by creating an "UpdateClient" action and triggering it whenever there is a client data update in the track.
Additionally, you can disable a client account using this action.
You can learn more about the importance of user management actions here.
Steps to create an "Update Client" action
Provide a Name and Description of your action.
- Select "UpdateClient" as Action Type.
- Select the email address field from the Email Address field dropdown.
- Select the name field from the Name field dropdown.
- Select "Add to Client Groups". This multi- choice field is useful because they help us to handle client permissions all at once. When you add the client to a group, they automatically get all the permissions and access privileges of the group.
- If you would like to disable an account, enable the checkbox "Disable Client Account".
- Click on "Create" button.
Email is the primary key that act as a link between the client accounts in the track and the TeamTracks clients.
Admin Interface: Create action screen for update client