Clients — Bulk & Line Actions

This page covers the actions on the main Clients table.

Role lozenges show the normal access level for each action. Tenant/client scoping and record state can still hide an action in some cases.

Line actions

• Edit Owner: opens the client record so you can update branding, rules, pricing, integrations, and defaults.

Bulk actions

• Delete Owner: deletes the selected clients. This is a high-impact cleanup action because clients are linked to orders, items, users, inventory, and integrations, so do not use it if the client still has history you need to keep.

Buttons

• Create Owner: opens a new client form. It is shown to users who are allowed to create clients.
• Clients Help Owner: opens the help guide for clients.