Clients - Team Logic Help System


Clients are users (people) external to your organization but are somehow related.
Examples would be mail-logic recipients, customers or project contacts. They share
almost all the same data fields as staff but can only log into the “Portal” to view a
restricted amount of information (if any). Similar to staff, they use their email and
password to login. You can add and modify clients through the “Clients” tab. Any staff
member that is logged in to the intranet can modify client information. Clients can be
linked to one organization.