Creating and managing clients

Go to the "Clients" tab in the main menu and then click "Clients" on the left sub-menu. You'll be able to see and manage the companies you're servicing.

Create a client by clicking the "Create Client" button and submitting the client's organization name.

Editing a client

Click "Edit" next to a client to edit it's name or to disable all of that client's jobs. This can be useful if you have a client with past due invoices or if you need to temporarily stop recruiting services.

Every client will be assigned to a "plan" so you can set their features and restrictions.

Deleting a client

To permanently remove a client and all of their members, jobs, candidates, and any other data Dropboard may have, click "Edit" next to a client's name and then "Delete client."

You'll be asked to type a confirmation and then all data will be permanently deleted.