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Client record screen

On the Clients screen, each client row includes a link.

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Written by Niyaz

On the Clients screen, each client row includes a link. The client record has three tabs: General Info, Setting Up Automation and Admin Panel User. Each tab has a Back link.

Fields and controls

General Info tab

Client record General Info tab with the General and Contacts field groups and the Delete, Cancel and Save actions

The tab groups its fields under General and Contacts. The tab also has Delete, Cancel and Save actions. Save is unavailable when the record opens and becomes available after you change a field value.

Field

Details

Name in English

Text field in the General group. Its placeholder text is Name.

Company Name

Text field in the General group.

VAT Number

Text field in the General group. Its placeholder text is 000000000000.

Domain

Text field in the General group. Its placeholder text is Enter domain name.

Phone number

Text field in the Contacts group. Its placeholder text is +000 000 00 00.

Email

Email field in the Contacts group. Its placeholder text is [email protected].

Setting Up Automation tab

Setting Up Automation tab with the Billing account and GCP Account Email fields, four setup stages and Back and Next buttons

The tab has Billing account and GCP Account Email fields. The fields appear in one of two states: read-only with values and no Request Access action, or editable and empty with Request Access unavailable.

The tab lists four setup stages: 1 Install Terraform, 2 Install the Google Cloud SDK, 3 Configure Instance and 4 Initialize. The setup instruction opens with the text Before you begin, ensure you have the following installed and configured. Terraform must be installed on your local machine. The Terraform instruction includes an Install Terraform link. While the Terraform instruction is displayed, Back is unavailable and Next is available.

Admin Panel User tab

The tab has Name, Email, Password and Roles fields. Save is unavailable when the tab opens.

Field

Details

Name

Text field that is unavailable for editing when the tab opens.

Email

Email field that is unavailable for editing when the tab opens. Its placeholder text is [email protected].

Password

Password field that is available for input when the tab opens.

Roles

Drop-down field that is unavailable for editing when the tab opens.

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