Creating a client within the platform involves an important step: establishing a "Client Contract" for each client record. The client contract serves as the mechanism for enabling specific products and assigning access to designated client users.
To add a client contract, begin by opening the client record and selecting the "Client Contract" button:
On this screen, you can determine whether a contract currently exists for the client. If no contract is present, you can initiate one by clicking "Add":
The contract allows you to manage and track product licensing for your client. For internal departments, you may opt to create a long-term contract, such as a 99-year agreement, to reflect a permanent arrangement. For clients acquired through consulting or third-party relationships, you have the flexibility to define contract parameters—such as duration and access limits—according to your specific agreement. The key details to complete include the contract's start and end dates, which govern product access and duration. After entering this information, select "Save" to proceed:
Upon saving, you will be prompted to complete the remainder of the contract. Here, you can add line items specifying the product modules to activate and set limitations on users or vendors associated with the client:
Use the "+Add" button to include the necessary licensed products in the client’s contract. A product will become active within the application only after the corresponding line item is marked as "Signed" and "Paid."