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How to manage the individual and business clients

Learn how to create, manage, and organize both personal and business client accounts using the Backoffice application. Follow this guide for a step-by-step process.


Step 1: Access the Clients Page

  1. Log in to the Backoffice application.
  2. Navigate to the “Clients” option in the “Utilities” sub-menu (Fig. 1).
  3. The Clients page displays a list of all registered clients, with filters available to refine your search.

Step 2: Add a New Client

  1. Click the “ADD NEW CLIENT” button (Fig. 2) to open the client creation window.

  2. The client creation window is divided into three sections (Fig. 3):

    • Details: Enter basic information about the client.
    • Settings: Specify the account type (Personal or Business).
    • Account Info:
      • Assign the client to an existing account.
      • If the account has a cost center, assign the client to the relevant cost center.
  3. Once all required fields are completed, click the “SAVE” button to create the client account.


Step 3: Manage Existing Clients

  1. Locate the client in the list using the search or filter options.
  2. Use the buttons in the “Actions” column to:
    • Edit: Update client details, account type, or assigned account information.
    • Delete: Remove the client account from the system.
      • Tip: Hover over the action buttons to see their functionalities.

Key Features of the Client Management Page

  • Dual Account Types: Support for both individual (Personal) and organizational (Business) client accounts.
  • Cost Center Integration: Assign clients to specific cost centers for better organization.
  • Advanced Filtering: Refine searches to quickly locate specific client accounts.
  • Effortless Updates: Easily edit or delete accounts using intuitive action buttons.

Figures and Illustrations

  • Fig. 1: Accessing the Clients option in the Utilities sub-menu.
  • Fig. 2: Adding a new client using the “ADD NEW CLIENT” button.
  • Fig. 3: Configuring client details in the client creation window.
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Fig. 1 - "Clients" option
Fig. 2 - "ADD NEW CLIENT" button
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Fig. 3 - Add new client account window