Role access: Admin and Editor roles can manage customers. Users do not have access.
Overview
The Customers section manages customer accounts and their associated branding information. Customer data is used in report generation and the customer portal.
Customers List
Table Columns
| Column | Description |
|---|
| Name (English) | Customer name in English |
| Name (Hebrew) | Customer name in Hebrew |
| Preface (English) | Status badge — Set or Not Set |
| Preface (Hebrew) | Status badge — Set or Not Set |
| Logo | Status badge — Set or Not Set |
Actions
| Action | Icon | Description |
|---|
| View | Eye icon | View customer details |
| Edit | Pencil icon | Edit customer information |
| Delete | Trash icon | Delete the customer (with confirmation) |
- Pagination — select 10, 25, 50, or 100 entries per page
- Refresh — reload the list
Customer Details
Each customer record includes:
- Name (English) — customer name for English reports
- Name (Hebrew) — customer name for Hebrew reports
- Preface (English) — introductory text for English reports
- Preface (Hebrew) — introductory text for Hebrew reports
- Logo — customer logo for report branding
Editing a Customer
Click Edit
Click the pencil icon on the customer row.
Update fields
Modify the customer name, preface text, or upload a new logo.
Save
Click Save to update the customer record.
Bilingual Support
Customer names and preface text support both English and Hebrew. Both languages should be filled in to ensure correct report generation in either language.
