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NEURO Documentation

Clients

Clients

Section titled “Clients”

The Clients module helps you manage your client relationships, organize projects by organization, and maintain client-specific settings.

Overview

Section titled “Overview”

Clients in NEURO represent the organizations you perform security assessments for. Each client can have:

  • Multiple projects
  • Custom branding (logo)
  • Contact information
  • Client portal access
  • Specific settings

Viewing Clients

Section titled “Viewing Clients”

Navigate to Clients from the main navigation to see all clients in your tenant.

Client List View

Section titled “Client List View”

The client list displays:

  • Client name and logo
  • Contact email
  • Number of active projects
  • Last activity date
  • Quick action buttons

Sorting and Filtering

Section titled “Sorting and Filtering”

Sort clients by:

  • Name (A-Z, Z-A)
  • Creation date
  • Last activity
  • Number of projects

Filter clients by:

  • Industry
  • Status (Active, Inactive)
  • With/without active projects

Creating a Client

Section titled “Creating a Client”
  1. Navigate to Clients
  2. Click + New Client
  3. Fill in the client form:

Required Fields

Section titled “Required Fields”
FieldDescription
NameOrganization name
Contact EmailPrimary contact email

Optional Fields

Section titled “Optional Fields”
FieldDescription
IndustryBusiness sector
WebsiteClient’s website URL
PhoneContact phone number
AddressPhysical address
LogoOrganization logo (PNG, JPEG)
NotesInternal notes about the client
  1. Click Create Client

Client Details

Section titled “Client Details”

Click on a client to view their detail page:

Overview Tab

Section titled “Overview Tab”
  • Client information
  • Contact details
  • Quick stats

Projects Tab

Section titled “Projects Tab”
  • All projects for this client
  • Create new project
  • Filter by status

Contacts Tab

Section titled “Contacts Tab”
  • Key contacts at the organization
  • Add/edit contact persons
  • Role and department

Settings Tab

Section titled “Settings Tab”
  • Client-specific preferences
  • Report branding options
  • Portal access settings

Editing Clients

Section titled “Editing Clients”
  1. Open the client details page
  2. Click Edit or the pencil icon
  3. Modify the desired fields
  4. Click Save Changes
Section titled “Updating Logo”
  1. Click on the current logo or logo placeholder
  2. Upload a new image
  3. Crop/adjust as needed
  4. Save changes

Client Portal Access

Section titled “Client Portal Access”

Grant clients access to view their projects:

Enabling Portal Access

Section titled “Enabling Portal Access”
  1. Navigate to Client Settings
  2. Toggle Enable Client Portal
  3. Add portal user emails
  4. Set permission levels

Portal Permissions

Section titled “Portal Permissions”
PermissionDescription
View ProjectsSee assigned projects
View FindingsAccess finding details
Add CommentsComment on findings
Download ReportsAccess generated reports
Request RemediationMark findings as remediated

See Client Portal for detailed information.

Managing Client Contacts

Section titled “Managing Client Contacts”

Adding Contacts

Section titled “Adding Contacts”
  1. Open client details
  2. Go to Contacts tab
  3. Click + Add Contact
  4. Enter contact information:
    • Name
    • Email
    • Phone
    • Role/Title
    • Department
  5. Click Save

Contact Roles

Section titled “Contact Roles”

Designate contacts for specific purposes:

  • Primary Contact - Main point of contact
  • Technical Contact - For technical discussions
  • Executive Sponsor - For escalations
  • Billing Contact - For invoicing

Client Notes

Section titled “Client Notes”

Add internal notes about clients:

  1. Open client details
  2. Click Notes or scroll to notes section
  3. Add timestamped notes
  4. Notes are visible only to your team

Use notes for:

  • Meeting summaries
  • Special requirements
  • Historical context
  • Relationship information

Archiving Clients

Section titled “Archiving Clients”

When you no longer work with a client:

  1. Open client details
  2. Click Archive Client
  3. Confirm the action

Archived clients:

  • Don’t appear in main list
  • Can be restored later
  • Historical data preserved
  • Projects become read-only

Restoring Archived Clients

Section titled “Restoring Archived Clients”
  1. Go to Clients → Show Archived
  2. Find the client
  3. Click Restore

Deleting Clients

Section titled “Deleting Clients”

To delete a client:

  1. Ensure all projects are completed or deleted
  2. Open client details
  3. Click Delete Client
  4. Type the client name to confirm
  5. Click Permanently Delete

Best Practices

Section titled “Best Practices”

Client Organization

Section titled “Client Organization”
  • Use consistent naming conventions
  • Keep contact information updated
  • Add logos for easy identification
  • Use industries for filtering

Data Management

Section titled “Data Management”
  • Archive inactive clients instead of deleting
  • Document important notes
  • Keep portal access current

Next: Learn about Project Management