Clients: how this screen works
Separate accounts
Clients is where a fulfilment company creates a workspace for each client it manages. Each client is its own QrX customer. You open it from Settings, Clients, when your role may manage partner access.
The client list
New client creates a workspace.
Columns: Client, Channels, Grant, Users, Stock, Open inbound and Last activity.
Grant shows Active when your fulfilment access to that client is in place, and Missing when it is not.
The pencil edits the client. The door icon opens that workspace.
The list loads more rows as you scroll.
Create or edit a client
Click New client.
Enter the name, country, channel name, contact name and contact email. Phone is optional.
Click Save. QrX creates the customer, one channel, and fulfilment access for you.
Copy the channel API key. QrX shows it only once.
The pencil opens the same details without the channel name. Saving there does not create a new key.
Open a workspace
Click the door icon on a row. PortalX then works inside that client. The top bar shows the client name. Click it to return to your own workspace. QrXAdmin still changes customer with the customer switch, not with this button. When Grant shows Missing, the client has revoked your access. The door icon is then disabled until the client grants access again.
Link or release a client
Link existing connects a merchant who already has an active fulfilment grant from you. No orders, products or other data move. Pick the merchant by name from the list. Only merchants with an active grant appear.
The unlink icon releases the client. The client keeps its account. You stop managing the workspace. Nothing is deleted.
Invitation link
Invitation creates a link that lasts 14 days. QrX shows the link once. The merchant opens it while signed in and accepts a full-service grant on their channels. Their account stays independent. Revoke stops an unused link. A merchant who already accepted keeps the grant.
Default client role
Default role is copied onto each new client as the system role Merchant for Fulfilment. Portal access stays on. Existing clients are not changed. Use built-in default clears a saved template, so the next new client gets the built-in set again.
Staff client access
Staff access limits a person on your account to selected clients. No selection means every client. The limit applies on this Clients screen.