Managing Clients

Creating a New Client

Step 1: From the Clients module home page, click New Client.
Step 2: A modal appears called "Create New Client" that contains the following fields:
Only the Client Name field is required to create a new client.
  • Client Logo: Drag an image, or click the defined box to navigate to an image on the computer that will visually represent the client.
  • Client Name: Enter the name of the client or project that will identify this collection of data throughout PlexTrac.
  • Point of Contact: Enter the name of the resource people can reach out to with questions about the data collection.
  • Point of Contact Email: Enter the email address of resource.
  • Client Description/Details: Enter any pertinent information that will help provide context to users.
  • Tags: Enter any tags to be associated with the client (new or existing). Any special characters will dynamically be removed, and any spaces will be replaced with an underscore (_).
  • Add Custom Field: Enter any additional fields and values as desired.
Enter the information and click Submit.
The new client now appears in the list.

Editing Client Information

Step 1: Click in the box that includes the client name (the table row will change to a grey background when the curser hovers over it).
Step 2: The page defaults to the client Reports tab. Either click the name of the client in the upper breadcrumb or click the Details tab.
Step 3: Click Edit Client Information.
Step 4: The same modal that was used to create the client appears and can be modified as desired. Click Submit when finished.

Deleting a Client

Step 1: From the Clients module home page, click the three dots under the "Actions" column corresponding to the client to delete.
Step 2: Click Delete Client.
Step 3: A modal will appear confirming action. Click Delete.
© 2022 PlexTrac, Inc. All rights reserved.