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Client record screen

The client record screen holds everything about one client across three tabs.

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Written by Niyaz

Each client row includes a link to its client record. The client record contains the General Info, Setting Up Automation, and Admin Panel User tabs.

Client record with General Info selected and client details fields visible.

Fields and controls

Area

Control

Details

General Info

General Info is the selected tab in the displayed client record.

The tab contains the client detail fields and the standard record actions.

General Info

Name in English.

This is a text field with the Name placeholder.

General Info

Company Name.

This is a text field.

General Info

VAT Number.

This is a text field with the 000000000000 placeholder.

General Info

Domain.

This is a text field with the Enter domain name placeholder.

General Info

Phone number.

This is a text field in the Contacts group.

General Info

Email.

This is an email field in the Contacts group.

General Info

Save.

Save is disabled in the displayed state.

Setting Up Automation

Setting Up Automation is a client-record tab.

The tab contains billing fields, setup stages, and navigation controls.

Setting Up Automation

Billing account.

This is a text field.

Setting Up Automation

GCP Account Email.

This is a text field.

Setting Up Automation

1 Install Terraform.

This is the first automation setup stage.

Setting Up Automation

2 Install the Google Cloud SDK.

This is the second automation setup stage.

Setting Up Automation

3 Configure Instance.

This is the third automation setup stage.

Setting Up Automation

4 Initialize.

This is the fourth automation setup stage.

Setting Up Automation

Install Terraform.

The Install Terraform link opens Terraform installation.

Setting Up Automation

Request Access.

Request Access is disabled in the displayed state.

Setting Up Automation

Next.

Next is an available navigation control on the tab.

Admin Panel User

Admin Panel User is a client-record tab.

The tab contains user fields and a standard save control.

Admin Panel User

Name.

This is a text field.

Admin Panel User

Email.

This is an email field.

Admin Panel User

Password.

This is a password field.

Admin Panel User

Roles.

The disabled Roles control displays Admin.

Admin Panel User

Save.

Save is disabled in the displayed state.

Related

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