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Manage corporate clients, their organizational structure, and track strategic performance metrics across your entire client portfolio.

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Overview

The Client Management system enables multi-tenant administration where each corporate client maintains separate data, users, and ethical dilemmas. Track adoption, engagement, and risk metrics for every organization. Clients Dashboard

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Key Features

Multi-Tenant Architecture

Each client operates independently with isolated data and custom configurations

Strategic Metrics

Monitor adoption rates, performance scores, and risk indices per organization

Organizational Areas

Segment users by departments for granular reporting

Client Comparison

Compare metrics across multiple clients simultaneously

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Client List View

The main client table displays:
  • Client Logo/Name: Visual identification with company branding
  • Creation Date: When the client was onboarded
  • Dilemmas: Number of ethical scenarios assigned
  • Areas: Count of organizational departments
  • Adoption: Active participant count
  • Actions: Quick access to edit and detail views
Admin users see all clients. Client-specific users only see their own organization.

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Date Range Filter

Analyze client metrics within specific time windows:
  • Start date
  • End date

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Search by Name

Admin users: Type to search across all client names Client users: Locked to their organization

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Sort Options

Organize clients by:
  • Name (A-Z / Z-A)
  • Most recent / oldest
  • Highest dilemma count
  • Most active users
  • Best performance
  • Highest risk exposure

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Client Metrics

Each client card displays key performance indicators:

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Dilemmas Count

Number of ethical scenarios deployed to this client

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Areas Count

Organizational departments or business units configured

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Active Participants

Users who have engaged with at least one dilemma
Metrics update automatically as users complete training sessions.

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Creating a New Client

1

Access WordPress Admin

Click Crear Cliente button (admin only)
2

Fill Client Details

In WordPress, complete:
  • Client name
  • Company logo upload
  • Contact information
  • License tier
3

Configure Areas

Navigate to Areas section to define organizational structure
4

Assign Dilemmas

Select which ethical scenarios this client can access

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Client Detail View

Click Detalle on any client to access:
  • Comprehensive performance dashboard
  • User participation funnel
  • Area-by-area breakdowns
  • Historical trend analysis
  • Risk assessment reports

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Multi-Client Comparison

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Selecting Clients

  1. Check boxes next to 2 or more clients
  2. Comparison bar appears at bottom of screen
  3. Shows selected count

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Running Comparison

  1. Click Comparar button
  2. System generates side-by-side analysis:
    • Engagement rates
    • Average scores
    • Risk profiles
    • Completion percentages
Select at least 2 clients to enable comparison mode.

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Exporting Client Data

Click Exportar Clientes en CSV to download:
  • Client name and creation date
  • Total dilemmas assigned
  • Area count
  • Active user metrics
  • Performance summaries
  • Risk indices
Use cases:
  • Portfolio reporting to leadership
  • Client health monitoring
  • Contract renewal analysis
  • Strategic planning

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Organizational Areas

Segment each client into departments:

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Why Use Areas?

  • Targeted Reporting: See which departments excel or struggle
  • Custom Training: Deploy specific dilemmas to specific teams
  • Benchmarking: Compare HR vs. Sales vs. Operations
  • Compliance: Track training completion by regulated departments

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Configuring Areas

Areas Management
  1. Navigate to Áreas from sidebar
  2. Select target client
  3. Click Add New Area
  4. Name the department (e.g., “Human Resources”, “Legal”)
  5. Assign users to areas during user creation

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Access Control

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Admin Users

  • View all clients
  • Create and edit any client
  • Run cross-client comparisons
  • Export full dataset

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Client Users

  • View only their organization
  • See their assigned areas
  • Cannot create or edit client settings
  • Export limited to their data

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User Workflows

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Onboarding a New Corporate Client

1

Create Client Record

Add client via WordPress admin with logo and details
2

Define Organizational Structure

Set up areas (departments) in Areas section
3

Assign Dilemmas

Select which ethical scenarios apply to this client
4

Import Users

Bulk upload employees via Users section
5

Send Invitations

System emails access credentials to participants

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Monthly Client Review

  1. Filter by date range (last 30 days)
  2. Sort by performance metrics
  3. Identify underperforming clients
  4. Export data for stakeholder report
  5. Schedule follow-up with client success team

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Risk Assessment Audit

  1. Sort clients by highest risk index
  2. Click into detail view for flagged clients
  3. Review which dilemmas show concerning patterns
  4. Generate remediation training plan
  5. Monitor improvement over subsequent months

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Best Practices

  • Consistent Naming: Use official company names for easy searching
  • Logo Quality: Upload high-resolution logos for professional reports
  • Area Granularity: Define 3-10 areas per client for meaningful segmentation
  • Regular Audits: Review client list quarterly to archive inactive accounts
  • Comparison Analysis: Benchmark new clients against similar organizations

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Pagination

Client list supports pagination with 10 clients per page. Use navigation controls at bottom of table to browse large portfolios.

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