Client accounts
Create and manage the end-client organizations whose inspections you run, and set each one's brand color and logo for white-labeled output.
A client account represents an end-client organization on whose behalf you run inspections. Each account holds a display name and optional branding (a brand primary color and a logo URL) that white-label the output a client sees in place of your own.
The term "client" is shell-configurable. Your shell sets the singular and plural labels for this concept (the default is "Client" and "Clients"), and a shell can hide the client layer entirely when its organizational model has no discrete end clients. When the layer is hidden, the Clients page does not appear in the navigation. The behavior described here is the same whatever your shell calls it.
The client accounts list
Open Clients from the main navigation. The page lists every client account your organization owns. On a narrow screen the table collapses to a stacked card for each account; tapping a card opens that account's edit page.
Columns
| Column | What it shows |
|---|---|
| Name | The account's display name |
| Brand | A small color swatch filled with the brand primary color, or empty if none is set |
| Created | The date the account was created |
The list has no search, sort, filter, or bulk actions. When you have no accounts yet, the list reads "No clients yet" (using your shell's plural label).
Row actions
Each row has an actions menu on the right with two options.
| Action | What it does |
|---|---|
| Edit | Opens the edit page for that account at /clients/<id> |
| Delete | Permanently removes the account and all its data, after a confirmation |
Creating a client account
- Select New client in the top right (the button label uses your shell's singular term).
- Enter a name. This field is required, and the Create button stays disabled until you fill it in.
- Optionally enter a brand primary color as an HSL string, for example
12 80% 48%. This is a plain text field, not a color picker. - Optionally enter a logo URL pointing to an image hosted elsewhere, for example
https://example.com/logo.png. - Select Create. The dialog closes and the new account appears in the list.
If creation fails, the dialog shows an error message and keeps your entries so you can retry. All three fields can also be changed later from the edit page.
Editing a client account
Open an account's actions menu and select Edit, or tap its card on a narrow screen. Auditmark opens the edit page at /clients/<id>.
The edit page is a single form with the same three fields as the create dialog: Name, Brand primary (HSL), and Logo URL. Change any field and select Save. The name is required here too, so Save is disabled when the name is blank. If the account ID in the URL does not match an account you own, the page reads "Client not found" (using your shell's singular label).
Select Back to clients at the top of the page to return to the list (the link uses your shell's plural label). Leaving the page without selecting Save discards your changes.
Deleting a client account
Deletion is permanent and cannot be undone. All data associated with the account is removed.
- Open the account's actions menu and select Delete.
- Read the confirmation dialog, then select Delete to confirm.
Select Cancel to keep the account. If you want to stop using an account without losing its data, leave it in place and stop attaching it to new inspections rather than deleting it.
How branding is used
The brand primary color and logo URL you set on a client account are the white-label inputs for output tied to that client. Branding lives on the account, so it is shared across everything attached to that client rather than set per inspection or per template. To change a client's visual output, update the account here. To change the layout, sections, or content of a report, edit the template's Report tab instead; see Report design.
For how locations relate to clients, see Locations. For how client accounts appear when you create an inspection, see Inspections.