Managing Clients

Creating clients and client contacts is fundamental for efficient management and engagement with external entities. It is imperative for fostering organized client management. To access this module, click the (Client) icon in the sidebar menu. The Client section is displayed by default, as shown in the screenshot below.

The following section explains how to create a new client, associate client contacts, and manage the other activities included in this module.

Creating a Record

The application allows you to create a client and associate contacts with it. Typically, a client refers to an individual or organization that uses the products

Enabling Portal Access

A facility administrator is solely authorized to enable portal access for a client contact. To enable portal access,