Clients
A Client is a business organisation that uses your platform. Each client owns a subscription and has one or more users (the people who actually log in). This is where you create, manage, support and bill the businesses on your platform.
Location: Admin → Clients (/admin/clients)
📸 Screenshot: The Clients list with the search box and "New Client" button.
The clients list
The list shows every business on your platform with their name, email, phone, status, currency and current subscription. You can:
- Search by name or email.
- Export all clients to CSV for accounting or analysis.
- Click a client to manage it.
Creating a client
Click New Client and fill in:
| Field | Notes |
|---|---|
| Name | Required — the business name. |
| Optional contact email. | |
| Phone | Optional. |
| Address | Optional. |
| Status | Active or Inactive (defaults to active). |
| Base currency | Defaults to USD. |
| Currency symbol / position | How prices display (e.g. $ before the amount). |
Creating a client here is useful when you onboard a customer manually. Customers can also self-register from your marketing site, which creates the client automatically.
Editing a client
Open a client to edit any of the above fields, or change their status to Inactive to suspend access without deleting their data.
Managing a client's users
Each client has its own team of users. From the client's page you can:
- View users — see everyone on the team, their role (Administrator or Staff) and status.
- Add a user — create a login for someone on that team (name, email, password, role).
- Edit a user — change their details, role or status, or reset their password.
- Remove a user — delete a team member.
At least one administrator
A client must always keep at least one Administrator. The system prevents you from removing or demoting the last one.
📸 Screenshot: The client detail page showing the users list and "Add User" form.
Assigning a plan manually
You can grant a client a plan directly — perfect for comped accounts, enterprise deals or offline payments.
- Open the client.
- Choose Assign Plan.
- Pick the plan and billing cycle (monthly/yearly).
This creates an admin-assigned subscription that takes precedence over the client's own self-serve subscription, ending any existing one. It's the easiest way to give someone free or special access.
Impersonating a client
Need to see exactly what a customer sees — to debug an issue or help with setup? Use Impersonate.
- Open the client.
- Click Impersonate.
You'll be logged into the customer app as that client's administrator, inside their workspace. A banner reminds you that you're impersonating. To return to the admin panel, use Stop impersonating.
Impersonation is logged
Every impersonation is recorded in the Audit Log with your admin identity, so there's a full trail of who accessed what.
Per-client branding
You can apply custom branding to an individual client (logo, primary colour, tagline, support email, even a custom domain) so their workspace looks like their brand. This is the foundation of reselling a white-labelled product. Set it from the client's Branding section.
➡️ Related: Subscriptions & Payments · Plans & Billing