Clients

Description of the functional

The Clients section in the ITFin system enables the management of client information, including contact details, financial information, active contracts, and other essential data. The functionality includes options for adding, editing, and deleting client records, as well as search and filtering features for quick access to the required information.

What does it solve?

All legal or natural persons acting as customers are entered into the system under the general term clients.

The section stores all relevant information about them in one place for convenient access and management, streamlining the processes of adding and updating client information.

Access

clients_can_see_menu

Enables the Clients menu item. Works only together with access to view clients

clients_view_clients

Allows viewing clients in the sections of the system where the Client field is available

clients_view_own_clients

Permission to see clients where the user is specified as the account manager (AM)

clients_manage_clients

Grants access to manage clients (CRUD + settings)

clients_manage_agreements

Grants access to manage client agreements (CRUD)

clients_manage_own_agreements

Enables the “Agreements” tab in projects and provides access to manage agreements with clients (CRUD) only for clients where the user is specified as AM, and/or projects where the user is specified as PM

clients_manage_accounts

Grants access to manage client accounts (CRUD)

clients_view_contact_persons

Grants access to view client contacts

clients_manage_contact_persons

Grants access to manage client contacts (CRUD)

clients_see_own_agreements

Allows an employee to see agreements on projects where they are involved. An “Engagement” block appears on the employee’s page. This permission does not allow viewing details other than Project, Allocation, Start and End Date

Interface overview

The page contains a list of all the company’s clients. At the center of the page is a table displaying key details for each client:

• Client Name

• Country of Location

• Total Number of Projects

• Client Account Manager

• Edit and Delete Buttons

For quick client search in the list, filters are available on the right side of the page, allowing you to easily filter the complete client list by name or status (active or inactive clients).

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