Help Clients Client Management Overview

Client Management Overview

View and manage all client accounts across your platform.

Client List

Navigate to Admin > Clients to see all registered clients with their plan, status, and usage metrics.

Client Details

Click on a client to view their full profile including:

  • Account Info — Company name, contact details, registration date
  • Plan & Billing — Current plan, billing status, credit balance
  • Usage Stats — Ticket count, agent count, storage usage
  • Instance Config — Custom settings and configurations

Actions

  • Suspend/Activate — Temporarily suspend or reactivate accounts
  • Change Plan — Upgrade or downgrade client plans
  • Impersonate — Log in as the client for troubleshooting