Rippey 5.0 Guide - Employees

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8. Clients

Only Admin and Manager have access to this page

In Clients, comprehensive tasks such as managing client-related details, configuring their structure, and overseeing their settings are performed.

The secondary navigation shows 3 tabs: All Clients, Document Automation and Email Automation.

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Secondary navigation of Clients tab

Secondary navigation of Clients tab

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All Clients

This is the page where user lands in as they click the Clients tab from the primary navigation. This page consists of basic details related to each and every client Rippey has.

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Clients > All Clients

Clients > All Clients

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Create Client Button

The Create Client button in the top right of this page is for creating new clients. A modal opens when the button is clicked.

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Create Client Modal

Create Client Modal

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The Basic Details of a client is filled in this modal such as their name, contact number, address and email.

The Time Zone for a user will be in GMT format.

When a client is created by Admins, users with Rippey Admin policy will be able to access to that client automatically whereas other policy users needs to be added manually. When a client is created by Managers, then that Manager will be automatically assigned to that client.

After filling in the details, when a user clicks Create Client button, a prompt opens informing the user that the client has been successfully created and ask if the user would like to create another client or not.

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Client creation modal

Client creation modal

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Client List

The table in the All Clients screen shows a list of users with the following columns:

Table in Clients > All Clients

Table in Clients > All Clients

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Column Name

Description

Client Name

Name of the client

Users

Number of users assigned to that client

Branches

Number of branches of the client

Date Created

Date on which the client was created

Products

Product the client is using [Document Automation, Email Automation, Chatbot]

Actions

Actions contains two links: Menu icon and View Action

[Explained in detail below]

There are no rows in this table

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View Action

The View action is present inside the table in each row under Actions column. This action takes the user to the client's dashboard of that row. It is simply another medium of switching dashboards.

Menu Icon

The Menu icon present under each client row gives following options:

Menu icon option

Menu icon option

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Each option will direct the user to view different information regarding the client. They are discussed in detail further below.

Client Profile

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Client Profile

Client Profile

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The Client Profile shows basic details of client as well as the product they’re using.

Users with access to this page will be able to make changes to a client’s profile as well.

The Configure Product button is inactive at the moment since the Client Configuration screen is yet to be developed. The configuration page is where users will be able to configure the product each client will be using.

Client Structure

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Clients > [Client Name] > Client Structure

Clients > [Client Name] > Client Structure

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The Client Structure shows the branch hierarchy of a client along with the users assigned to each branch. This is the page where users will be able to manage the branches and sub-branches of a client as well as assign users to a branch. But the Branching feature will be coming in the future versions of the dashboard due to which the left section of the screen might look empty.

The left section in the dashboard with the folder structure present shows the whole branching hierarchy of the client. If a client does not have any branches, meaning they only have a single folder which is the client itself, then this section will be absent in such case.

In the right section, we have the Assign User button and the user list. The Assign User button will open a dropdown where a selection of user can be done to assign them to a branch.

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Assign Users dropdown

Assign Users dropdown

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In the user list, each row has a Delete icon which will remove the user from the selected branch and the Profile link will take the user to their user profile.