Clients

After logging into the Super Admin Portal, select Clients from the left navigation panel. This page displays a list of all clients along with their details.

Clients List

• Clients are listed in reverse chronological order — the most recently added clients appear at the top.

• Use the Pagination controls at the bottom of the page to navigate through the client list.

• Easily locate a client using the search functionality by entering the Client Name.

• To add a new client, click on the Add New button. (highlighted with a green box)

• To edit a client or view its audit trail, click on the corresponding icon in the Actions column (highlighted with a blue box).

  • To edit or view the details of a client click on the first icon.

  • To view the audit details of a client click on the second icon.

  

Add New Client

To add a new client, click the Add New button. This will open the client form. Complete all required fields, then click Save to store the new client or Cancel to discard your changes. To add Admin Users click on the + button (highlighted with a blue box).

Admin Users

If you want to add an existing user, click the User List + button. To add a new user, enter their first name, last name, and email address, then click the ✓ (tick) button to save.

Client Edit

After clicking the edit icon in the Actions column, the client edit form opens. Only the fields that are enabled can be edited—disabled fields are read-only. Click Update to save your changes, or Cancel to discard them.

Client Audit Trail

After clicking the audit trail icon in the Actions column, the audit trail opens. Click on the uncollapse icon to see the detailed changes (highlighted in a blue box). To collapse, click on the collapse icon (highlighted in a green box).