Clients List

Found in: Users > Clients List

• Navigation
• Create a New Client
  • User Information Section
  • User Roles Section
  • Contact Information Section
  • Upload Files Section
• View & Manage Clients
  • Edit Client
  • Delete Client
• Extra Options
  • Clear Filters
  • Edit Mode
  • Embed
  • Layouts

The Clients List is where you manage all client accounts within the Syncontrol platform. This section allows you to record client details such as username, contact information, email, acronym, and account type. Administrators can view, create, edit, or delete client records to keep the system accurate and up to date.

Let’s get started 🚀

Navigation

Step 1: Log in to your Syncontrol account and click Users from the top navigation bar.

Step 2: From the dropdown menu, select Clients List.

Step 3: You’ll land on the Clients page displaying all existing clients. If no clients exist yet, you’ll need to create one (see Create a New Client section).

The Clients List page displays all clients in a structured table format.

Ref.	Field	Description
1	Username	Shows the client’s unique login name used to access the platform.
2	Contact – First Name	Displays the first name of the client’s primary contact person.
3	Contact – Last Name	Displays the last name of the client’s primary contact person.
4	User Email	Shows the registered email address used for account recovery and notifications.
5	Acronym	A short reference code or abbreviation (e.g., TEST, NONE) used to identify the client in records and reports.
6	Type	Indicates the client’s account type (e.g., Basic, Premium), which defines their access level and available features.

Use the Search box and per-column filters to quickly find clients by username, contact details, or account type.

Create a New Client

You can add new clients to the system by creating a record with their login details, contact information, and account type. This ensures client accounts are properly set up and linked to their representatives.

Step 1: From the Clients List page, click Create Client at the top-right corner of the screen.

Step 2: The New Client form opens. Fill out the fields as described below.

User Information Section

Provide the client’s main account details used for login and access control.

Ref.	Field	Description
1	Username (Req.)	Enter a unique username for the client. It must not be used by another account and helps identify the client in the system.
2	Email (Req.)	Provide a valid, active email address. It must be unique and is used for verification, recovery, and notifications.
3	Password	Create a strong password (minimum 8 characters with letters, numbers, and symbols) to secure the client’s account.
4	Confirm Password	Re-enter the same password to confirm accuracy and avoid login errors.
5	User Status (Req.)	Choose Active to allow login or Inactive to disable access until reactivated.

User Roles Section

Assign roles to define the client’s access level and permissions.

Ref.	Field	Description
1	Choose a Role	Select the role to assign (e.g., Client, Admin). It controls what the client can access in the system.
2	+ Add this role	Click to attach the selected role. Multiple roles can be added if needed.

Contact Information Section

Record the client’s primary contact details for communication.

Ref.	Field	Description
1	Contact First Name (Req.)	Enter the first name of the primary contact person.
2	Contact Last Name (Req.)	Enter the last name of the primary contact person.
3	Contact Landline Phone (Req.)	Provide the client’s official landline number with country and area code.
4	Contact Mobile Phone	Enter the mobile number for quick or direct communication.
5	Contact Email (Req.)	Provide the primary contact email. For multiple addresses, separate with commas.

Upload Files Section

Attach relevant client documents for record keeping.

Ref.	Field	Description
1	Add File	Upload documents such as agreements, contracts, or ID proofs to keep the client’s record complete and organized.

Once you have defined all the required fields then click on the Save button to save the client.

Once created, clients appear in the Clients page. You can view or edit their details at any time.

View & Manage Clients

Managing client accounts ensures that the platform maintains accurate and up-to-date client information. Administrators can update client details, assign roles, or remove inactive clients when they no longer require access.

Edit Client

You can edit a client’s record whenever there are changes in their details, such as contact information, company data, billing details, or user roles. Keeping client information updated ensures smooth communication, accurate billing, and proper access control within the platform.

Step 1: Go to the Clients List and click on the client’s username to open their profile.

Step 2: Edit the necessary fields such as email, contact details, or account type.

Step 3: Click Save Client to apply and save the updates.

Delete Client

You can delete a client when they no longer require access to the platform. Deleting a client permanently removes their account and associated data from the system.

Step 1: Log in to the platform and navigate to Users → Clients List.

Step 2: Locate the client you want to delete. You can use the Search bar to find them quickly by name, email, or client type.

Step 3: Click on the client’s username to open their profile.

Step 4: Scroll to the bottom and click the Delete User button (red).

Step 5: A confirmation message will appear. Click OK to confirm. The client will be permanently removed from the system.

Extra Options

The Clients List provides additional tools that help you manage, edit, and customize the display of client data. These options are available above the Clients List table and allow administrators to reset filters, edit data inline, embed views, and change layouts for better usability.

Clear Filters

The Clear Filters option removes all active filters applied to the Clients List. This is useful when you have narrowed the list using search or column filters and want to return to the full, unfiltered view of all clients. By clicking this option, the system resets the table to display every client record without restrictions.

Edit Mode

The Edit Mode feature allows you to edit client details directly within the table. Instead of opening each client profile individually, you can quickly update certain fields such as acronyms or types directly in the Clients List view. This improves efficiency when multiple records require quick changes, as updates can be made inline without navigating away from the main list.

Embed

The Embed option provides tools for sharing and visualizing client data outside the standard list view.

• Permalink creates a direct link to the current list view, allowing the same data configuration to be shared with others.

• Visualize generates simple charts or data summaries, helping to understand trends or distributions within the client records.

• Add to Dashboard saves the current list view into your personal dashboard, making it easier to revisit frequently used views without having to reapply filters or settings.

Layouts

The Layouts option controls how the Clients List is displayed. It allows administrators to change the density of table rows and adjust the display to match their preference or screen size.

• Standard Scale is the default view with regular row spacing.

• Dense Scale reduces the space between rows so that more records are visible on a single screen, which is helpful when working with large datasets.

• Reset restores the table to its default layout in case of changes.

• Layout Info provides details about the current layout settings in use.