What it does
A client groups one or more sites (and, once you turn it on, Help Desk access and billing) under a single name — the unit your reports, billing and client-facing portal all key off.
How to
- Go to Clients and click New client.
- Give it a name and, optionally, switch on Help desk access and enter a primary contact — doing so emails that contact an invitation right away.
- Assign sites to the client from a site's own header, or when registering a new one.
Limits & defaults
| Setting | Default |
|---|---|
| Help desk access default | Off for a new client — an agency switches it on deliberately |
| Contact invitation | Sent automatically the moment you add a primary contact with access on |
Troubleshooting
A client can't see the Help Desk yet
Confirm Help desk access is switched on for that client, and that they have at least one contact with a sent, accepted invitation — see Clients & the support portal.