1. Client Area: Overview

The Client Area module provides a centralized place to register, configure, and manage every “front door” your customers use—whether that’s a CRM-powered personal dashboard, a white-labeled website, an online store, or any other custom endpoint. Each Client Area record captures metadata such as its name, type (e.g. “Personal Account,” “Web Shop,” “Mobile App”), URL, API credentials, and owner.

• Integrated vs. Custom
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Integrated accounts are personal dashboards created and hosted by us, fully embedded in the CRM.
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Custom accounts let organizations link their own external properties (e.g. a third-party ecommerce site) via API so they can surface and manage data directly from the CRM.

By storing these endpoints in one place, you can:

Automate provisioning of new portals via our REST API.
Route support requests to the correct site or application.
Aggregate usage metrics across multiple client-facing channels.
Enforce consistent branding and access control across all customer touchpoints.

This data is used both by personal accounts that we have created and integrated into the CRM, as well as custom accounts. For example, if a user has their own account for a specific purpose and only needs the CRM, they can use this module to store and access information via API, utilizing it in their account.

The module includes the following sections:

Translations: Translations of elements used in your product.
Texts: Translations of texts used in your product. This and the previous section are useful for managing multilingual content.
Templates: Templates used in your product, e.g., for sending emails to clients.
Banners: Banners used in your product, e.g., for posting on websites.
Documents: Documents posted on your website, e.g., licenses.
Configurations: General settings of the Client Area module.