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The Clients Page provides a centralized view of all client accounts associated with your customer organization. From this page, you can create new client accounts, manage existing accounts, add logos, and join pending invitations.

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Accessing the Clients Page

The Clients Page is available to users in Customer accounts (parent organizations). Navigate to the Clients section in the sidebar to access the page.

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Adding a New Client Account

To create a new client account, click the “Add New Client” card at the beginning of the client cards grid or the button on the top right side of the page. Clicking this card or button opens a modal where you can:
  • Upload a client logo (optional) - Add a logo image for the client account
  • Enter client name (required) - Must be between 3-100 characters
  • Enter client domain (optional) - The organization’s domain name
  • Select industry (optional) - Choose from available industry options
  • Select organization size (optional) - Choose the size category
Once you submit the form, the new client account will appear in your clients list.

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Who Can Add Clients

  • Account Owners - Can create client accounts
  • Admins - Can create client accounts
  • View-only users - Cannot create client accounts

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Client Card Details

Each client account is displayed as a card showing:
  • Logo or “Add logo” button - Displays the client’s logo if one has been uploaded, or an “Add logo” button if a logo was not provided
  • Client name - The organization name
  • Account members - The number of users in the client account
  • Date added - When the client account was created
  • Scheduled TTX - The date of the next scheduled tabletop exercise (if any)

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Client Card States

Client cards can appear in different states based on your permissions and membership:
  • Active member - Cards for client accounts you’re a member of show normally and are clickable
  • Pending invitation - Cards with pending invitations display a “Join” overlay with the organization name
  • No access - Cards for accounts you don’t have access to show a tooltip explaining you don’t have access

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Adding a Logo to a Client Account

You can add or update a client account logo in two ways:

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From the Client Card

  1. If the client card shows an “Add logo” button, click it
  2. A modal will open allowing you to upload an image
  3. Select your logo image file
  4. The logo will be saved and displayed on the client card

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When Creating a New Client

During the client account creation process, you can upload a logo in the creation modal before submitting the form.

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Logo Requirements

  • Logo images should be clear and recognizable
  • Supported image formats: Standard web image formats (JPG, PNG, etc.)
  • The logo will be displayed as a square avatar on the client card

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Who Can Add Logos

  • Account Owners - Can add logos to all client accounts
  • Admins - Can add logos to client accounts they’re members of and have admin/owner role in
  • View-only users - Cannot add logos

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Entering a Client Account

To access a client account’s dashboard and reports:
  1. Click on the client card for an account you’re a member of
  2. You’ll be switched to that client account’s context
  3. The dashboard will refresh to show the client account’s reports and data
You can only enter client accounts where you have membership. Cards for accounts you’re not a member of will not be clickable and will show a tooltip indicating you don’t have access.

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Joining a Client Account via Pending Invitation

If you’ve been invited to a client account, you’ll see a special badge on the client card:
  • “Join” badge - Displays “Join” followed by the organization name

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Accepting an Invitation

  1. Click anywhere on the client card with the “Join” badge
  2. The invitation will be automatically accepted
  3. You’ll be signed into the client account
  4. The card will update to show the normal client card view

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Invitation Permissions

When you accept an invitation, you’ll be granted the role specified in the invitation:
  • Admin - Full administrative access to the client account
  • View-only - Read-only access to view reports and data
The permissions you receive are determined by the role assigned in the invitation and cannot be changed during the acceptance process.

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Search Bar Feature

The search bar at the top of the clients page allows you to quickly find specific client accounts.
  1. Type in the search field to filter client cards
  2. The search filters by client name (case-insensitive)
  3. Results update in real-time as you type
  4. Clear the search to see all clients again

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Search Behavior

  • Real-time filtering - Results update as you type
  • Case-insensitive - Searches are not case-sensitive
  • Name matching - Only searches client organization names
  • No match state - If no clients match your search, a “No matches” message is displayed

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Search Results

The search will show:
  • All client cards matching your search query
  • The “Add New Client” card (if you have permission to create clients)
  • An empty state message if no clients match the search