Views
- Search — type in the Search clients box to match by name.
- Folders — open the Folders popover to filter the list to a single folder, or choose All Clients to clear the filter. See Group clients.
- Sort — open the Sort popover. Options are Last Updated, Name (A-Z), Name (Z-A), Created (Newest), and Created (Oldest).
Client card actions
- Open — click the card to enter the client’s workspace (its Projects). Hold Ctrl/Cmd and click to toggle selection instead.
- Refresh screenshot — hover the card and click the refresh icon in the top-right to regenerate the website screenshot.
Cards don’t show a project count or a folder badge, and there is no per-card three-dot menu. Rename, move to folder, and archive are available from the action bar after you select one or more clients (see below).
Bulk actions
Select one or more clients (click the checkbox that appears on hover, or Ctrl/Cmd-click a card) to reveal the action bar. It shows the selected count and these actions:- Add to folder — move the selected clients to a folder. See Group clients.
- Edit — rename the client (available when exactly one is selected).
- Open — go to the client (available when exactly one is selected).
- Archive — archive the selected clients; see Archive client.
The Clients list respects your access scope. Team members with restricted access only see the clients they’re authorized to view.