The idea

The idea behind the Client Overview is to create a list that acts like a report, offering you at a glance, an overview of the clients you have in Briox and the status of their accounts. For example what modules are they using, how many users are in the account, is the support login on or off, etc.

The Client Overview is to act as your landing page in the Client Manager and brings to the surface the functionality you use most often. From the list you can edit consultant access rights, activate the Portal and log in for example.

Lastly, a quick setting will let you select what information you want to see in your list.

And sums at the bottom of the page will complete your overview.

Filters also help administrators see which consultants have access to which companies.