# Manage clients
**Who can do this:** Superuser Admin Field Tech *(status changes admin-only)*  ·  **Where:** top navigation → **Clients**
The Client Dashboard is where client records live: add clients (with logos and building photos), search and browse the list, update details inline, export to CSV, and run the two-step deletion workflow. Client deletion is deliberately a *request-then-approve* process so no client disappears on a single click. ## Add a client 1. Expand the **Add Client** card. 2. Enter the **Client Name** — the only required field. 3. Fill in what you have: **Contact Name**, **Contact Email**, **Contact Phone**, and the address fields. **State** defaults to *AK* and **Country** to *US*. 4. Optionally upload a **Client Logo** (PNG/JPG/WebP) and one or more **Client Building Images** — these feed client-branded reports. 5. Set the **Client Status** toggle: it defaults to **Managed**. Switch it off for an *Unmanaged* client (for example, a prospect or historical record). 6. Select **Add Client**. ## Find and browse clients - Type in **Search clients** and select **Search**. - Use the **Show** selector (10, 25, 50, or All) to control how many entries display. - If nothing matches, the empty state suggests trying a different search or adjusting the Show value. ## Managed vs Unmanaged Every client carries a status badge: **Managed** (green) or **Unmanaged** (gray). The status is informational for reporting and overview counts — and it's admin-controlled: !!! note "Field Techs can't change status" Field Techs can view and update client details, but the status control is disabled for them with the note *"Status can only be changed by an admin."* Any status value a non-admin submits is ignored — NorthGrid keeps the stored status. ## Update a client 1. Find the client's entry and select **Update**. An edit form expands inline on the row. 2. Change the details (admins can also flip the **Managed** toggle here). 3. Select **Save Changes**. ## Export the client list Select **Export CSV** above the list. The file contains every client in your tenant — ID, name, contact details, full address, and status — regardless of the current search or Show setting. ## Delete a client (two-step workflow) Deleting a client is intentionally split into a request and an approval: 1. On the client's entry, select **Request Delete**. Nothing is deleted yet — the client moves into the **Pending Client Delete Requests** panel at the top of the page. 2. Review the panel — its header reminds you: *Approve to complete deletion*. 3. Approving the pending request is what completes the deletion. Until then, the client remains intact, and when the panel shows *"No pending delete requests,"* nothing is queued. !!! warning "Verify before you approve" The request step is your safety net; the approval is the point of no return. Confirm the client name in the pending panel before approving — a client's sites, equipment, and history hang off this record. ## Troubleshooting **I don't see the Clients page at all — I get bounced to another page.** : Viewer accounts don't use this page; they're routed to their assigned client automatically. Access here is for Admins and Field Techs. **I toggled a client to Unmanaged but it saved as Managed.** : Status changes require an admin role — non-admin submissions keep the stored value. Ask an admin to make the change. **Export CSV gives me a "Forbidden" message.** : The export link carries a security token that went stale. Reload the Clients page and select **Export CSV** again. **I requested a delete by mistake.** : Nothing has happened yet — deletion only completes on approval. Leave the request unapproved and ask an admin to clear it from the pending panel. ## Related articles - [The Dashboard](../getting-started/dashboard.md) — client count card and shortcuts - [Manage users](manage-users.md) — Viewer accounts are assigned to a single client