Clients
Manage the clients your work is for, and give each one a window into their projects.
For teams that do client work, Aztra keeps clients alongside the projects they relate to — with a support desk and a portal built around them.
Clients
Maintain a list of the clients your projects serve. Projects can be tied to a client, and client-focused views surface the right context for that work.
Client management is available to owners, admins, and managers.
Add your clients
Create client records in the Clients area.
Tie projects to a client
Associate the relevant projects so work and context stay connected.
Share the client portal
Give each client their portal link so they can follow their tickets and requests. See the Support desk guide.
Keep clients tied to their projects from the start — it makes support, reporting, and hand-offs far simpler later.
Related
- Support desk — tickets, agents, the knowledge base, and the client portal.
- Plans & pricing — your own Aztra subscription and billing.