General - Clients

Created: 2022-02-14 15:19:18 || Updated: 2022-04-19 16:35:52

Each customer that you provide IT services for is considered to be a client within ITFlow.

You can record the following information about a client:

  • Name
  • Type/Industry
  • Referral
  • Website
  • Currency
  • Location Information
  • Primary contact information
  • Currency & Invoice info
  • Tags
  • Notes

Clients can have several contacts related to them but must have a primary contact. The client and primary contact info is shown at the top of most client pages for quick reference.

You may wish to create Internal and Test clients for tracking your internal IT and testing out features or the API.

Client Portal

The client portal is located at /portal and allows clients to open and track tickets. Authentication to the client portal is performed using the contact's e-mail address and local password. Alternatively, you may set up an Azure App registration and authenticate clients via Azure SSO.

Local Authentication

Clients > Contacts > Select a contact

Azure Authentication

Clients > Contact > Select a contact

Admin > General

The Azure App Registration needs to be configured with a web redirect URL of and to allow ID token access.