Clients

A customer of yours. Assign a worker to a client and that client gets its own copy, with its own memory and nothing of any other client's.

A client is a company you work for. On its own, a client in Ergoly is a record: a name, a website, a logo. It starts doing something when you assign a worker to it. From then on there is a copy of that worker for that client, and every channel and person you link to the client reaches that copy.

The Clients page lists them with tabs for Active, Inactive and Archived, and each client's page has four tabs: Overview (the About text, details, and Channels & People), Workers, Tasks, and Connections.

Adding a client From the AI Admin, the Clients page, or the chart.Assigning a worker What it creates, and the channels and people that go with it.Client separation What a client's worker can and cannot see.Internal client channels Backstage before the client channel.

PreviousConnections

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