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How to manage existing clients?

Attention! Images are for informational purposes only and may differ from what appears on your screen.

 

Follow these steps to manage an existing client using the Smart Patrol web platform:

1. Access the Website

Open your preferred web browser and navigate to https://smartpatrolapp.com.

2. Log In or Create an Account

- If you already have an account, enter your credentials (email and password) on the login page and click "Log In."

- If you don’t have an account yet, create a new one by following the registration process on the website (e.g., provide email, password, and name).

3. Navigate to Clients

- Once logged in, locate the left sidebar menu on the dashboard.

- Select “Clients” to display a list of currently added clients (Image 1).

Image 1

4. Edit a Client from the Client List

- On the "Clients" page (Image 1), find the client you wish to manage in the table.

- Click the pencil icon next to the client’s name to open the edit form.

- Update the client’s details as needed, including:

  • Name
  • City
  • Address
  • Mobile
  • Telephone
  • Email
  • Assign to Facility
  • Image (upload a new file if needed, JPEG/PNG, max 1 MB)
  • Note (add or edit comments) (Image 2).

Image 2

  • Click the "Save" button to confirm changes, or "Cancel" to discard them and return to the list.

5. Edit a Client from the View Profile Page

- On the "Clients" page, locate the client and click the "View" button next to their name to open their profile (Image 3).

Image 3

- Within the profile, click the pencil icon in the top right corner to enter edit mode.

- Modify the client’s details as required (e.g., contact information or assigned facilities).

- Click the "Save" button to save changes, or "Cancel" to revert and return to the view mode.

6. Verify Changes

- After saving, return to the "Clients" list or the profile view to confirm the updated information is displayed correctly.

- Use the search bar at the top if needed to locate the client by name.

Additional Tips:

- Internet Connection: Ensure a stable connection to avoid losing changes during editing.

- Permissions: Editing may require administrative access—contact support if restricted.

- Validation: Double-check updated fields before saving to ensure accuracy.

 
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