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Table of Contents

Manage Clients

Create a new Client

Follow the steps below to add new Clients to your MainWP Dashboard:

  1. From your MainWP Dashboard, navigate to Clients > Add Client
    Manage Clients 1
  2. Fill in the client name (mandatory) and any other desired fields
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  3. Optionally, add the Client to the desired Child Sites in the sidebar on the right
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  4. Click the Add Client button

 

 

Update a Client

  1. From your MainWP Dashboard, navigate to Clients > Manage Clients page
  2. Select Edit action from the menu on the right
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  3. Change the desired values and click the Update Client button
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Delete a Client

Delete a single Client

To delete a single Client, select the Delete action from the menu on the right.
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Delete Clients in bulk

  1. Select the Clients you wish to delete from the table
  2. Select the Delete action from the bulk actions dropdown menu
  3. Click the Apply button
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Customize the Manage Clients table

  1. From your MainWP Dashboard, navigate to Clients > Manage Clients page
  2. Click the Screen Options (the cog icon) in the top right
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  3. Enter the desired number of Clients to display per page, and select the desired columns to show in the table
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  4. Click the Save Settings button

 

 

Client Card

The Client Card page displays an overview of the information you’ve added to a particular client and offers several useful functions.
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The Manage Sites button will open the Manage Sites table with the sites belonging to that client.
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The Create Report button will open a Create Report page in Pro Reports with the sites belonging to that client selected in the sidebar.
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The Suspend Sites button suspends all Child Sites belonging to that Client.Manage Clients 13

Updates cannot be performed on suspended sites, neither automatic nor manual. And the suspended site cannot be selected in the metabox.
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Client Fields

These fields will allow you to display data you have set in the Client edit screen. For each Client, go to the site Edit page to set the field values. Once values are set, you will easily display data for the selected sites in reports.

Add a New Field

  1. From your MainWP Dashboard, navigate to Clients > Client Fields page
  2. Click the New Field button
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  3. Set the Field Name, which can be used to add information to Pro Reports, and the Description
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  4. Click the Save Field button

Delete a Field

  1. From your MainWP Dashboard, navigate to Clients > Client Fields page
  2. Find the desired field in the table, and select Delete action from the menu on the right
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Edit a Field

  1. From your MainWP Dashboard, navigate to Clients > Client Fields page
  2. Find the desired field in the table, and select Edit action from the menu on the right
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  3. Make the desired changes to Field Name and Field Description
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  4. Click the Save Field button
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