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.