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#151: Client Management

Отредактирована: сегодня

A client is a basic user entity with a selected client role. Essentially, a client is a user account with a unique email address.

A client can register in the system in various ways:

  • Independently through the registration form.
  • Created directly by the administrator or through an invitation.
  • When logging in through a single sign-on system (SSO).
  • When integrating Swarmica with a custom CRM system.
  • When migrating from another helpdesk system.

Client Card

To access the client's properties, go to **Clients - Users - **Client's Name or Email.

The card contains several blocks of information about the client, their requests, communication methods, etc. You can read more about each one in the article.