The Client Management Console Organization screen allows a firm to access and organize their clients, personalize the client experience, control their firm employees’ access, and change billing. Read on to explore the major capabilities.

Clients are listed on the left, along with their onboarding status, the SKU they are on, and the associated firm contact.

To add a new client, click the Add Organization button, fill in the requested information, and click Add. Client onboarding is covered in this article here.

To modify an existing client, select the three dot menu on the right and choose Organization Settings. This menu also allows you to delete a client.

There are two areas that allow you to personalize the client experience. The first is available by clicking the gear icon in the bottom left corner and choosing 'Display Settings'. This allows you to replace the Telemetry branding with that of your firm. Choose a firm logo, a browser tab icon, and then the color scheme. You can paste in the color hex codes or use the color picker by clicking the colored circles.

Each firm employee can also create a profile. Click the person icon in the lower left corner and select My Profile. Here you can add your name, title, contact information, and include a headshot. This will show up in the client UX where you are the Internal Owner.

Select the people icon in the upper left corner. Here you can see all your firm employees that have access to your clients. To add a new member, click the Invite a New Member button in the lower left and add the details. You can make new users a Member (who can be assigned to any specific client organization) or an Admin (who can be assigned to clients and add and manage clients).

Click the receipt icon in the upper left corner to change billing information or cancel your entire account. Your historical invoices are listed here.

A step by step process to configure your client management console can be found here.