How to manage clients
The Clients section allows you to efficiently manage customer information, including their mining equipment, tasks, and financial details.
To be able to manage clients, your plan must be Core, Scale or Enterprise solution.
In Roles → Clients' Permissions, admins control access by setting permissions for adding or editing clients, ensuring only authorized users can manage client data. All client-related changes are logged. Access them via the View logs next to the client.
Client list displays
Client ID.
Name and Email.
Contact Information.
Status | Type (not implemented).
Number of Miners, shown as a bar, divided by device status. Clicking on it directs you to the Import page with a device list.
Number of Tasks, represented as a bar, showing the tasks divided by status. Clicking on it directs you to the Taskmanager page with a task list.
Number of Bills issued for this client.
Balance (not implemented)
Manager assigned to this client
Actions: Edit and View Logs.
How to add client
Go to Clients.
Click Add client.
Fill out the client's details. Name, Email and Manager are required.
Click Apply.
Importing devices automatically adds a client
When importing devices, if a new email appears under Client email, click Add client.
You can then add further details (name, phone, messenger, manager) using the Edit option.
Setting currency for client bills
Click the Settings icon above the table.
In the Settings section, choose the currency for billing all clients.
Downloading monthly consumption data
Go to Clients.
Click Download month consumption above the table.
Select month you wish to review.
Click Download.
The system will then generate a file that provides a comprehensive overview of consumption, detailing both the total monthly and daily usage for each customer.
How to assign a device to a client
Go to Dashboard.
Select miners by checking relevant boxes.
Click Edit on the mass action panel.
Select Edit Client.
Enter new email
Click Confirm.
By following these steps, you should be able to efficiently assign a device to a client. This ensures that the system can accurately track device performance and consumption under the appropriate client, facilitating better reporting and service management.
Why in the miners' table is my client's icon green or red?
🟢 Green means the device is paid.
🔴 Red means the device is unpaid.
The color of the icon shows the miner’s payment status. You can manually update the status:
Go to Dashboard.
Select miners by checking relevant boxes.
Click Edit on the mass action panel.
Select Edit Client.
Select status (Paid/Unpaid).
Click Confirm.
How to view changes for client?
Go to Clients.
Click View logs near the client.
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