Overview
The Client Management feature allows administrators to manage all greenhouse clients (tenants) in the system. Each client represents a separate organization or business that uses the greenhouse monitoring platform. You can create new clients, view their details, update their information, and manage their account status.Clients are the top-level organizational unit in the system. All greenhouses, users, devices, and settings belong to a specific client.
Accessing Client Management
Navigate to the Clients section from the sidebar menu to access the client management dashboard. Here you’ll see:- A searchable list of all clients
- Filter options by status and location
- Quick actions for creating, editing, and deleting clients
- Pagination controls for large client lists
Client Status Types
Clients can have one of three status types:Active
Client account is fully operational and can access all features
Pending
Client account is being set up or awaiting activation
Inactive
Client account is disabled and cannot access the system
Creating a New Client
Follow these steps to add a new client to the system:Enter Client Information
Fill in the required fields in the client form:
- Name: The client’s business or organization name (minimum 2 characters)
- Email: Primary contact email address (must be valid format)
- Phone: Contact phone number
- Province: Geographic province or state
- Country: Country where the client is located
- Location (optional): GPS coordinates (latitude and longitude)
- Status: Choose ACTIVE, PENDING, or INACTIVE
Viewing Client Details
Click on any client row in the list to navigate to the detailed client view. The client detail screen provides:General Information Tab
Displays the client’s core information:- Client code and name
- Contact details (email, phone)
- Location information (province, country, GPS coordinates)
- Current status indicator
- Account creation and last update timestamps
Additional Tabs
The client detail screen includes tabs for managing related resources:- Users: Manage user accounts for this client
- Greenhouses: View and configure greenhouse facilities
- Sectors: Organize greenhouse zones and areas
- Devices: Monitor sensors and actuators
- Alerts: Track system alerts and notifications
- Settings: Configure client-specific parameters
Editing Client Information
To update an existing client’s information:Access Edit Options
From the clients list, click the edit icon (pencil) on the client row, or navigate to the client detail screen and click “Edit Client”
Modify Information
Update any of the following fields:
- Client name
- Email address
- Phone number
- Province and country
- GPS location coordinates
- Account status (ACTIVE, PENDING, INACTIVE)
The client code is system-generated and cannot be modified after creation.
Managing Client Status
You can change a client’s status to control their access to the system:Activating a Client
Activating a Client
Set the status to ACTIVE to give the client full access to their greenhouses, devices, and monitoring features. This is the standard operational status.
Setting to Pending
Setting to Pending
Use PENDING status for clients who are in the onboarding process or awaiting setup completion. This status indicates the account exists but isn’t fully operational yet.
Deactivating a Client
Deactivating a Client
Set the status to INACTIVE to temporarily disable access without deleting the account. All client data is preserved, but users cannot log in and monitoring is paused.
Filtering and Searching Clients
The client list provides powerful filtering options:Search Bar
Enter text to search across:- Client names
- Email addresses
- Client codes
Status Filter
Filter clients by their current status:- All: Show all clients regardless of status
- Active: Show only operational clients
- Pending: Show only clients awaiting activation
- Inactive: Show only disabled clients
Location Filter
Filter by province or geographic location to quickly find clients in specific regions.Pagination
For systems with many clients, the list is paginated:- Page Size: Choose how many clients to display per page (10, 25, 50, or 100)
- Navigation: Use previous/next buttons or jump to a specific page
- Display Range: See which clients you’re viewing (e.g., “1-10 of 47 clients”)
Deleting Clients
To remove a client from the system:Initiate Deletion
Click the delete icon (trash can) on the client row, or navigate to the client detail screen and click “Delete Client”
Confirm Deletion
A confirmation dialog will appear asking you to verify the deletion. Review the client information carefully.
Best Practices
- Use Meaningful Names: Choose clear, descriptive names that identify the business or organization
- Keep Contact Info Current: Regularly update email and phone information for reliable communication
- Manage Status Appropriately: Use PENDING for new setups, ACTIVE for operations, and INACTIVE for temporary suspensions
- Add Location Data: Include GPS coordinates when possible for geographic reporting and mapping features
- Review Before Deleting: Always verify you’re deleting the correct client, as this action cannot be reversed
Common Workflows
Onboarding a New Client
- Create client with PENDING status
- Navigate to client detail screen
- Add initial users in the Users tab
- Configure greenhouses and sectors
- Update status to ACTIVE when ready
Temporarily Suspending Service
- Navigate to client detail
- Edit client information
- Change status from ACTIVE to INACTIVE
- Save changes
Reactivating a Client
- Filter clients by INACTIVE status
- Find the client to reactivate
- Edit and change status to ACTIVE
- Verify greenhouses and devices are operational