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Overview

Welcome to the Clients section of the Smarter Energy Controls web application. This page serves as a central hub for managing and interacting with your clients.

Client Screenshot

Overview​

  • Search: Use the search bar at the top to quickly find clients. Simply type in the name, location, or other relevant details.
  • Client List: Below the search bar, you will find a list of clients. Each client is represented by a card containing:
    • Initials or logo of the client.
    • The name of the client.
    • The location or point of contact.
    • A quick action button to "Add New Location" for the client.
  • Add New Client: To add a new client to your system, click the green "Add New Client" button on the upper right.

Managing Clients​

Client Card Screenshot

Each client card gives you a snapshot of the client's information:

  • Initials/Logo: Helps you to visually identify the client quickly.
  • Client Name and Location: Provides basic information about the client. Each Location Names are clickable.
  • Add New Location: Allows you to add new operational locations for a client.
  • Edit Client Icon: Allows you to modify client details.
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