Create, Edit & Delete Client Accounts

Reon allows you to easily manage your clients/customers. You are able to create new client accounts, which will have their own access to a client dashboard.

Creating New Clients

You can create a new client account by clicking on the Quick Add icon or by clicking on the action_column.

1. Navigate to Clients section
2. Click "Add New Client"
3. Fill required information
4. Set permissions and access levels
5. Save the new client profile

Editing Client Information

To edit your client account, click on the Delete Client Icon, as shown in the image below:

Deleting A Client Account

To edit your client account, click on the Delete Client Icon, as shown in the image below:

When you delete a client, all the items/resources linked to that client will also be deleted. The list below highlights some of the items that will be deleted.

1. FProjects
2. Client Users
3. Invoices
4. Tasks
5. Files
6. Payments
7. etc etc