# Manage clients and their portal logins

A client is a company you bill for cover at its sites. People → Clients is where Admins and Managers add one, keep its contact details, see which sites are linked to it, and give its staff a login to the client portal. Sites are linked to a client from the site, not from here. Deleting a client hides it and switches off its logins.

## Who can do this?

Admins and Managers, from **People → Clients**. Every organisation sees it. Other roles are refused — *You don't have permission to view clients.*

What a client is, and what its portal shows, is explained in [Organisation, agency, client — who is who](/docs/concepts/organisation-agency-client).

## How do I add a client?

1. Go to **People → Clients**.
2. Under **Add Client**, fill **Client Name** — the only required field — and, if you like, a **Reference** for your own account code, a **Contact Name**, **Contact Email**, **Contact Phone** and **Notes**.
3. Press **Add Client** — *Client created*. It appears under **All Clients**.

![People → Clients — Manage the organisations you provide services to, and their portal logins. The Add Client card — Create a new client. You can invite logins from the client's detail page. — has Client Name *, Reference, Contact Name, Contact Email, Contact Phone and Notes, with an Add Client button. All Clients, 2 clients, lists Kestrel Property Group, Active, Fiona Kerr · KPG-2026, and Meadowhall Estates Ltd, Active, Owen Barraclough · MHE-2026.](/docs/img/clients-list.png)

## What is on a client's page?

Click a client in **All Clients**.

![Kestrel Property Group's page — Client details, sites, and portal logins — with an Active badge, Back, and a Delete Client button. Details: Client Name Kestrel Property Group, Reference KPG-2026, Contact Name Fiona Kerr, her email, Contact Phone 029 2018 0300, an Active tick box, and Notes reading Retail and logistics portfolio — Cardiff and Manchester, with Save Changes. Linked Sites — Sites are assigned to a client from the site's editor. This list is read-only. — lists Cardiff Bay Retail Park and Trafford Park Logistics Hub, both Active. Logins — Create a portal login for this client — has Name, Email and Temporary Password (At least 12 characters) with an Add Login button, and the note Share this temporary password with the client; they can change it from their portal profile.](/docs/img/client-detail.png)

| Card | What it does |
|---|---|
| **Details** | Change the contact details and press **Save Changes**. The **Active** tick box is shown, but nothing in ShiftTracker acts on it |
| **Linked Sites** | The sites billed to this client. To link or unlink one, open the site and change **Settings → Client** — see [Create your first site](/docs/organisation/create-your-first-site#settings) |
| **Logins** | Give someone at the client a login to the portal |
| **Monthly scorecard** | The client's monthly service scorecards: what has been filed and sent, and a way to produce last month now. See [The client's service scorecard](/docs/organisation/client-portal-scorecard#what-is-the-monthly-scorecard) |

The sites linked here decide what the client sees in its portal and what goes on its invoices. See [Invoice a client](/docs/organisation/client-invoices).

## How do I give the client a login?

1. On the client's page, under **Logins**, fill **Name**, **Email** and **Temporary Password**.
2. Press **Add Login** — *Login created — share the temporary password with the client*.
3. Send them the password yourself. Nothing is emailed. They can change it from their portal profile.

The password must be at least 12 characters, not a common one, and mix upper and lower case, numbers and symbols. An email already used by any account is refused — *A user with that email already exists*.

You can add as many logins as the client needs. They all see the same portal.

### Where do I see or remove a login?

Not on the client's page — it has no list of logins. Client logins appear on **People → Users** with the role **Client**, for Admins only. **Edit** there changes its details or password, or switches it off; **Delete** removes it for good. See [Manage users and permission overrides](/docs/organisation/users-and-permissions).

## What does Delete Client do?

**Delete Client** asks *Delete "…"? This can't be undone from here.*, then hides the client: it leaves **All Clients**, can no longer be chosen for a site, and cannot be invoiced.

**Its logins stop working.** They can no longer sign in, and anyone signed in to the portal is signed out within a minute. The logins themselves stay on **People → Users** until you delete them.

Sites linked to it stay linked. Unlink them from each site if you want to bill them to another client.

## Related

- [Organisation, agency, client — who is who](/docs/concepts/organisation-agency-client)
- [Invoice a client](/docs/organisation/client-invoices)
- [The client's service scorecard](/docs/organisation/client-portal-scorecard)
- [Create your first site](/docs/organisation/create-your-first-site)
- [Manage users and permission overrides](/docs/organisation/users-and-permissions)