The Client Manager provides a clear overview and allows you to make several settings that affect your organizations. Therefore, it is good to review your client manager to take advantage of all the functions available.
Overview
The "Overview" tab in the left-hand menu allows you to participate in statistics, audits, and annual reports from the companies included in the client manager.
Organizations
Under "Organizations" in the left-hand menu, you can add organizations, review and edit board members, shareholders, and the group structure, and create categories for affected companies.
Here, you can also see the companies that have subscriptions or not. The companies that are terminated but the termination period has not yet expired end up on "Without subscription".
Here, you read about how to add organizations to your client manager easily.
Financials
In the "Financials" tab, you can create graphs, tables, variables, labels, KPIs, and dashboards that can then be exported to the organizations belonging to your client manager.
Administration
In the "Administration" tab in the left menu, you can see all the administrators of your client manager and their permissions. Read here about how to add administrators. You can also see which user roles exist within your organization. Read here about how to add user roles.
See also
Add Administrator to Client Manager
In "Settings", you can edit contact details and click "Advanced settings". There you can edit which extensions and functions your organizations have access to and the security of access to the client manager.
See also Settings in Client Manager.
In "Trash," you can see which documents the Client Manager has sent out that have since been deleted from the organization. There, it is also possible to restore deleted or permanently deleted documents.