Everything about Clients/Client Groups
Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

Setting up clients correctly flows into every process in Uptick, making everything easier.

We have a structured way to setup clients, property contacts, client groups and even parent client groups, which flows directly into the customer portal view for these users and makes dispatching and corresponding a lot easier.

Setting up your customers correctly:
This is going to be explained with an example of the company Uptick.

  1. The highest level of access is Client Group. We suggest this is the entire company as a whole. In this example, Uptick National. You might have 1 or 2 main people who need to access this portal, on a large scale.

  2. Client is the next level down, this is exact individual portfolio. This might translate well to Property Manager, or OC manager. This is the person who receives majority of the correspondence about a particular property. You might have 3 people who work at Uptick, Mads, Brigette and Luke, who all get their own "Client", so their properties can be linked to them.
    Note: Within the client, you can break down which email receives reports, quotes, correspondence and invoices, to help with workflows.

  3. Property Contact is underneath a property, which lives under a client's portfolio. You can put people like owners, building managers and tenants under here, and tick the boxes of things you'd like them to receive.


Helpful tip: You can put client groups into parent client groups. To put this into the example, you could have Uptick property managers in each state, and put them under a client group such as Uptick VIC, Uptick NSW, Uptick WA. You can then put those client groups into a parent client group, called Uptick National.

This allows you to give different access to regional managers and national managers, so everyone is only seeing what they need to via their portal.

Please contact your account manager if you need any assistance on this.

Client Page View

Step 1: Select a client from the clients list (as seen above).

Step 2: You will be redirected to the clients page. Here you can:

  • Enter the client dashboard to view what they see

  • Update the client's pricing tier

  • View all the clients tasks

  • Update client details

  • Write an internal note via the timeline


In addition, you may also view all the client's properties, associated documents and any related correspondence.


Create a new client

Read this article.

Create a new client groups

Read this article.

FAQ on Client Groups:

  • How do I delete a client group?

    • Uptick support team can assist in deleting a client group, just submit a ticket to us.

  • How do I change a client group name?

    • Click edit on the client group name line.


Inviting a Client to the Customer Portal

It's pretty easy to setup clients and send them invites to the Customer Portal, here's how it works when you send an invite:

  • When sending an invitation out to the contact for portal access an Account is automatically created for the user and they are allocated a “Customer” license. This email address is found in the Account section of the client page in Uptick.

  • By removing the Contact in this section it revokes their Customer Portal access.

  • A different User can be allocated a portal license by creating the new user and allocating them a “Customer” type license.

customer portal

Read more about the customer portal here.

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