Clients

This article will walk you through the process of adding, editing, and deactivating/reactivating a client.

Each Review you create through myITprocess is specific to an individual client. Once the client is set up you will be able to create a customized client review template to be used to generate new reviews. For more information see our knowledge base article on customizing a client review template.

Adding a client

Editing client details

1. 1. Go to Clients on the menu.
   2. Select a client.
   3. Click the three vertical dots and select Edit client details.
      Here you can modify the client's logo, their name, and which resources should be the default engineer and vCIO.
      * If you have Autotask or ConnectWise integrated with myITprocess you can assign or select that client in your PSA tool.
      
      
      
      

Deactivating a client

1. 1. Go to Clients on the menu.
   2. Select a client.
   3. Click the three vertical dots and select Deactivate client.
      Please note: Deactivating a client will remove that client from your license count. This client's template will no longer be modified. If this client gets reactivated at a later date, you will have to modify the client's template to include up-to-date information. Click here for more information.

Reactivating a client

1. 1. Go to Clients on the menu.
   2. Click the filter icon toward the top right-hand corner.
   3. In the Account Status drop-down, select Deactivated.
   4. Select a client you want to reactivate
   5. Click the three vertical dots and select Reactivate.
      Please note: If the option for Reactivate is not available, this client was deactivated within the last 12 months and cannot be reactivated by users. Instead, please contact support@myitprocess.com for this request.