Views
- All Clients — the unfiltered list.
- By Folder — narrow the list to a single folder from the sidebar.
- Search — type in the search bar to match by client name.
- Sort — switch between recent activity, name (A–Z), and date created.
What’s on a client card
| Element | Description |
|---|---|
| Name | Shown in the card header and the sidebar. |
| Screenshot | Auto-generated from the client’s website. Click Refresh Screenshot from the client’s menu to regenerate. |
| Project count | Number of active reports and dashboards in the client’s workspace. |
| Folder badge | The folder the client is assigned to, if any. |
The Clients list respects your allowed projects if your role is limited. Team members with restricted access only see clients whose projects they’re authorized to view.
Quick actions
From any client card’s three-dot menu:- Open — enter the client’s workspace.
- Rename — edit the client’s display name inline.
- Move to folder — see Group Clients.
- Archive — soft-delete the client; see Archive Client.