Clients Section

Permissions

• Who can create and delete companies?
• Who can edit companies?
• Who can view companies?
• Who can create and delete contacts?
• Who can edit contacts?
• Who can view contacts?

Clients Overview Page

• The [View] Filters

Creating a new client

• Creating a new company
• Adding contacts to a company

Company Details Page

• Editing companies
• Deleting companies
• Adding contacts to a company
• Remove an entire company's access to the application

Contact Details Page

• Editing contacts
• Deleting contacts
• Remove a contact's access to the application