Client allows you to effectively organize and manage the services. By associating work items like tickets with specific clients, you can clearly identify contacts, segregate service offerings, and tailor internal operations such as SLAs, automations, and communications for each client, which also facilitates accurate reporting.

Types of clients

Freshservice provides two types of clients to help you organize your service management operations:

  • Default client: This client is created by default and is used for tagging unknown tickets, contacts, and other transactional data. It functions as the primary workspace in a multi-workspace setup.

  • MSP Client: This is the client account created and named by a user during the signup process.

How to add a client

To add a client, follow these steps:

Step 1- Add Client details

  1. Click Clients on the side bar or plus icon on the top bar and select Clients.

  2.  Click Add Client. The Create Clients page appears.

  3. Enter the client name

  4. Select Inactive or Active from the Client Status drop-down. 

  5. Enter the required description for the client.

  6. Upload a logo for the client.

Step 2 - Add Email Domains

  1. Enter the domain name in the Email domain name field.
    Note:

  • When a user from one of these domains raises a ticket, they'll be automatically added as a contact of this client.

  • Login, email creation will only work if the user is part of the specified email domain.

  1. Enter the support portal name which the users will access.

Note: Users will be able to login if they are mapped to the specified portal.

Step- 3 Add primary contact information

  1. Enter the first name and last name of the contact.

  2. Enter the email address of the contact.

  3. Fill in the phone number.

Step- 3 Add location details

  1. Enter a unique and descriptive name for the location (e.g., New York Office).

  2. Enter the name of the primary contact person for this location.

  3. Add the contact phone number associated with the location.

  4. Enter the complete street address of the location (e.g., 123 Main Street, Suite 500).

  5. Enter the appropriate country.

  6. Enter the state or province where the location is situated.

  7. Enter the name of the city.

  8. Add the postal or ZIP code for the location.

  9. Click Create. You can view the client on the All clients page.


View Client 

You can view all the clients for your account in the All clients page. You have the option to search and filter clients based on the status. Clickto view clients based on the status.


Manage settings

You can customize the columns and rows based on your requirement in the Clients page.


  • Row density - Select the default or compact view for the rows.


  • Customize columns - Select which column you want to display on the page.



Apply Filters

You can apply the following filters on the clients page:

  • Status - Filter clients based on the status- Active or Inactive.

  • Date created - Filter based on the date of client creation.