Client Management

Clients Overview

From the left-hand navigation select Clients to arrive at the Clients List page.

Figure 1. Client Overview

Figure 1. Client Overview

Client Search

Search for Clients by Client Name. Search will accept partial search as well.

Figure 2. Client Overview Search

Figure 2. Client Overview Search

Create a New Client

To add or create a new client select '+Create Client'.

Figure 3. Client Overview Create Client

Figure 3. Client Overview Create Client

Enter complete Client Company Details

Figure 4. Create Client Form

Figure 4. Create Client Form

Add Primary Contact Person Detail and select Save.

Figure 5. Create Client Form cont.

Figure 5. Create Client Form cont.

Your new Client has been created and you will be redirected to the Client Profile page.

Figure 6. Client Profile

Figure 6. Client Profile

Add Client Users

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Adding Client Users will immediately send an invite to the client asking them to set up their account. This will also generate the Client Account / Operating Account email to be available once the client logs in for the first time. Do not create Client Users unless you are ready for the client to begin their application process.

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Info

The Client Account / Operating Account new client application is sent off immediately once the client creates their account for the first time. Do not send any other Applications from the Applications page to the client until they have started the initial application if they are a new client just starting the process.

Add New Client User

Select Users > +New User from Client Profile

Figure 7. Client Profile User Section

Figure 7. Client Profile User Section

Add user First Name, Last Name and Email address and Create User.

figure 8. Create User Modal

figure 8. Create User Modal

User will receive their invite automatically.

Edit Client Company Details

From Client Profile Page select Edit to Edit Company Details.

Figure 9. Client Profile Edit

Figure 9. Client Profile Edit

Edit Company Details and Save Changes.

Figure 10. Company Details Modal

Figure 10. Company Details Modal

Edit Client Primary Contact Details

From Client Profile Page select Edit to Edit Primary Contact Details.

Figure 11. Client Profile

Figure 11. Client Profile

Edit Primary Contact Details and Save Changes.

Figure 12. Client Profile Primary Contact Modal

Figure 12. Client Profile Primary Contact Modal

Edit Client Users

From Client Profile, navigate to Users. Hover over and select (click on) the user you wish to edit.

Figure 13. Client Profile User Section

Figure 13. Client Profile User Section

Edit Client User Details

Change First name, Last Name and Save Changes.

Figure 14. Client User Modal

Figure 14. Client User Modal

Enhancement to allow for modification of client user email address and ability to set to inactive COMING SOON.

User Password Reset

From the Edit User modal, you can also reset the user’s password.

Figure 15. Client User Modal Password Reset

Figure 15. Client User Modal Password Reset


Victor Technologies, Inc., is a wholly-owned subsidiary of MVB Edge Ventures, Inc., and a part of the MVB Bank, Inc., family.