As an Administrator, you can use the Clients' page to see the basic details for all your clients - such as their names, logos, connection statuses, workflow statuses, business structure, industry, business numbers, addresses, Sitepass registration dates, and contact details.

All the clients you have connected to appear on this page. Clients that have requested to connect to your business and those that have disconnected from your business also appear on this page.

An example of the Clients' page is provided below:

Connection statuses

There are three connection statuses: Connected, Connection Pending, and Disconnected.

  • Connected - The client invited you to connect, and you accepted their connection request.
  • Connection Pending - The client invited you to connect. You have not yet accepted their connection request. You can accept or decline this request.


  • Disconnected - The client disconnected your connection.

Shown below are examples of how the three statuses appear on the page: 

Grid view

List view

Tips

  • You don't need to be on the Clients' page to search for a client; you can use the main search bar (which is at the top of every Sitepass page) to search for a particular client.

  • When you click on a connected or disconnected client, Sitepass takes you to that client's workflow page. You can use this page to manage your relationship with that client.

  • Your business needs to complete the client's business workflow requirements (and have that workflow approved by the client) before your team members can connect to that client.
  • Once in the client's workflow page, you can click on the View Client Profile option to see that client's general details.


Refining your results

You can refine the results on your page by using the search filters. These filters enable you to search for a client based on:

FilterDetails
Connection StatusUse this option to filter by client's that fall int a certain connection category. For example, you might have a process that requires you to follow up with client's that have a Connection Pending status; knowing that you need to send employees to work at that client's site soon.

Options: All, Connected, Connection Pending, Disconnected.
Default: All.
AddressThis option allows you to type the client's street address, and to select a state, postcode, and country for that address.
Business StructureYou can refine your results by filtering clients that trade under a certain business type. To do so, select one or more Business Structures in this drop-down - for example, Association, Company, or Government Body.

Options:  These are all the business types as defined by Sitepass.
Default: All.
Industry GroupsYou can refine your results by including only those clients that work within a particular industry group. to do so, select one or more industry groups from the Industry Groups drop-down - for example, Construction, Educational Services, or Finance and Insurance.

Options: These are all the industry group types as defined by Sitepass.
Default: All.
IndustryYou can refine your results by including only those clients that work within a particular industry. To do so, select one or more industries from the Industry drop-down - for example, Caterers, Employment Services, or Locksmiths.

Options: These are all the industry group types as defined by Sitepass.
Default:
 All.
Contact DetailsThe Contact Details filter allows you to search for a client. To use this feature, enter the client's address, phone number, or email address in the search bar that appears when you click on the Contact Details filter.


Options: Grid or List view

You can change how your results appear on the page by viewing the results in a different view: Grid or List. To do so, go to the Options button and select the type of view you require:

Grid view 

The Grid view displays your results like this:


List view

The List view displays your results like this:

There is a Columns drop-down that lets you select which columns appear in your list. The Columns drop-down is next to the Options drop-down. The columns that are ticked on appear in your list. An example of the options in the Columns drop-down is provided below:


Clicking on the business's trading name takes you to their page.

 


Reset your filters

Reset all filters allows you to remove all filters from the page, which takes you back to the unfiltered results. 

Sitepass retains your selected filters when switching between pages. If you would like the page to return all the results, then remember to click the Reset all filters option when returning to the page. 

Saving

You can set the search filters to return certain results. You can then save that set of filters under one search option.

The Save as.. option allows you to save an existing search under a different name; this can be with or without changing your filters.

You can access your saved searches via the My searches drop-down.





You can delete or rename a search by going to the My searches drop-down and selecting the Manage searches option.

This opens the Manage saved searches panel.