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Clients

Each customer that you provide IT services for is considered to be a client within ITFlow.

The following information can be recorded for each client:

  • Name
  • Type/Industry
  • Referral
  • Website
  • Currency
  • Location Information
  • Primary contact information
  • Currency & Invoice info
  • Tax ID Number
  • Notes
  • Tags

Clients are where the magic happens. As you'd expect, it's where you store/access the majority of documentation - assets, passwords, networks, certs, docs, etc.

Client Portal

The client portal is located at /portal and allows clients to open and track tickets. Authentication to the client portal is performed using the contact's e-mail address and local password. Alternatively, you may set up an Azure App registration and authenticate clients via Azure AD SSO.

For more details on client portal authentication, see Client Portal - Azure AD SSO.

API

/api/v1/clients