Client Profile
This section will explain how to access client profiles and what information you can find there.
To access the Client Profile, click on the name of the client or on their avatar on the right sidebar in Requests.
Alternatively, you can also go to the Clients tab, which can be found on the left sidebar (the people icon). After clicking on it, you'll see a new page with a list of your clients. Click on the client you want to see the profile of.
You'll be taken to the specific client's profile, where you can see all the information pertaining to the user, such as Invoice Details and Profile Info on the right, under the client's avatar.
The profile itself is divided into six sections:
Requests — where you can see all the Requests that involve this specific client (note that Watchers and Agents only see the Requests they're assigned to; Managers and up see all Requests),
Subscriptions — where you can see all the subscriptions purchased by that client, along with their state, price, starting date, date of next payment, the date the subscription is ending on, as well as the request limits used by that client (if there are any included in the subscription),
Quotes — where you can check on the quotes issued for that client, check on the essential details of the quotes, view them, download them, view connected invoices, and go to connected requests,
Invoices — where you can check on the invoices issued for that client, check on the essential details of the invoices, view them, download them, view connected quotes, and go to connected requests,
Files — where you can see, download, and delete all the files that were shared with or by this specific client,
Notes — where anyone from your team can read and post notes that are invisible to this specific client.
From the Client Profile, you can also impersonate this specific client by clicking on the ninja icon right next to the client's avatar. To learn more about impersonation, read this article.
Roles That Can Access And Manage Client Profiles: Agent, Manager, Admin, Owner
Client Profile
To access the Client Profile, click on the name of the client or on their avatar on the right sidebar in Requests.
Alternatively, you can also go to the Clients tab, which can be found on the left sidebar (the people icon). After clicking on it, you'll see a new page with a list of your clients. Click on the client you want to see the profile of.
You'll be taken to the specific client's profile, where you can see all the information pertaining to the user, such as Invoice Details and Profile Info on the right, under the client's avatar.
The profile itself is divided into six sections:
Requests — where you can see all the Requests that involve this specific client (note that Watchers and Agents only see the Requests they're assigned to; Managers and up see all Requests),
Subscriptions — where you can see all the subscriptions purchased by that client, along with their state, price, starting date, date of next payment, the date the subscription is ending on, as well as the request limits used by that client (if there are any included in the subscription),
Quotes — where you can check on the quotes issued for that client, check on the essential details of the quotes, view them, download them, view connected invoices, and go to connected requests,
Invoices — where you can check on the invoices issued for that client, check on the essential details of the invoices, view them, download them, view connected quotes, and go to connected requests,
Files — where you can see, download, and delete all the files that were shared with or by this specific client,
Notes — where anyone from your team can read and post notes that are invisible to this specific client.
From the Client Profile, you can also impersonate this specific client by clicking on the ninja icon right next to the client's avatar. To learn more about impersonation, read this article.
Updated on: 18/07/2023
Thank you!