> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rapidcert.co.nz/llms.txt
> Use this file to discover all available pages before exploring further.
# Clients
> Managing clients and their configuration in the RapidCert admin dashboard
# Clients
Clients represent distinct groups within your customer account — each with their own categories, pricing, branding, and signup configuration. The Clients page uses a tabbed interface to organise all client-related settings in one place.
Navigate to **Clients** in the sidebar to manage them.
Client management is available to users with the **Admin** role (full access) and the **Assessor** role (read-only).
## Overview
When you open the Clients page, you see a list of all clients configured for your customer account. Select a client to view and edit its settings across the following tabs:
| Tab | What it controls |
| ------------------------ | ----------------------------------------------------------------------------------------------------------------------------------- |
| **General** | Client name, internal name, certification types (including signup config and payment header), identifier types, and feature toggles |
| **Access** | Viewer management and email domain whitelisting |
| **Custom Fields** | Additional structured data collected during evaluations |
| **Categories & Pricing** | Evaluation categories with linked templates and pricing strategy |
## Creating a Client
Click **Add Client** on the Clients page.
Provide a **Client Name** (shown to users) and the system generates an **Internal Name** (used for reporting and exports).
Click **Save** to create the client. You can then configure the remaining tabs.
## General Tab
The General tab contains core client settings.
| Field | Description |
| ------------------------ | ------------------------------------------------------------------------------------------------------------------------- |
| Certification Type Name | Label on issued certificates (e.g. "Certification", "Accreditation") |
| Payment Flow Header | Rich text editor for custom content shown above the payment form during checkout |
| Allowed Identifier Types | The business identifier companies must provide — NZBN (New Zealand Business Number) is the only supported identifier type |
### Accreditation slot features
The General tab includes an **Accreditation Slot Features** section that exposes client-level toggles controlling optional slot behaviour.
| Toggle | Description |
| ------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Allow Additional Accreditation Slots | When enabled, admins can create separate labelled accreditation records for a company under this client. This supports companies that operate multiple business units, subsidiaries, branches, or locations sharing the same NZBN. Required before any admin-created slots can be added to a company under this client. |
When this toggle is off, the **Add Slot** button is hidden on company accreditation records for this client, and no new slots can be added or edited for this client.
Assessors can view this setting but cannot change it — it is read-only for the Assessor role.
See [Accreditation records and slots](/guides/admins/company-management#accreditation-records-and-slots) for details on how to use this feature on a company profile.
### Signup Configuration
Each certification type has a signup configuration modal accessible from the General tab. This controls the self-registration page for that certification type.
You can customise the following settings:
| Setting | Description |
| --------------------- | ----------------------------------------------------------------------------------------------- |
| Slug | Unique URL path for company self-registration |
| Display Name | Fallback name for the signup page if no accreditation name is configured |
| Terms & Conditions | Custom terms that companies must accept during registration (HTML textarea with preview toggle) |
| Privacy Policy | Privacy policy content displayed on the signup page (HTML textarea with preview toggle) |
| Tenant Logo URL | URL of the logo displayed on the signup page |
| Client Group Logo URL | URL of the client group logo shown during signup |
| Support Email | Support contact email displayed to companies during signup |
| Support Phone | Support contact phone number displayed to companies during signup |
| Active | Whether the signup page is currently active and accepting registrations |
The dynamic signup page heading is taken from the accreditation name (certification type label) configured on the client. The Display Name is used as a fallback if no accreditation name is set.
Dynamic signup pages require companies to identify themselves using their **NZBN** (New Zealand
Business Number).
Companies must review and accept the terms before completing registration.
### Conversion tracking
Each signup page can send server-side conversion events to a GA4 destination configured under
[Settings > Conversion Tracking](/guides/admins/settings-configuration#conversion-tracking-tab).
| Destination mode | Behaviour |
| ------------------------ | -------------------------------------------------------------------- |
| **Off** | Does not capture attribution or send GA4 events for this signup page |
| **Use tenant default** | Uses the destination marked as the customer default |
| **Select a destination** | Uses the specific destination selected for this signup page |
When tracking is enabled, choose either or both event types:
| Toggle | Event |
| -------------------------- | -------------------------------------------------------------------------------------------------------------------------- |
| **Completed registration** | Sends a server-side `sign_up` event after the company is created |
| **First paid evaluation** | Sends a `purchase` event for the first paid evaluation and a linked `refund` event if that attributed purchase is refunded |
Only initial signup payments are attributed. Renewals and review payments are excluded.
To preserve campaign attribution, link to the RapidCert signup page with Google click IDs or UTM
parameters. GA4 cross-domain linking can also add the `_gl` parameter; let GA4 generate this value
rather than constructing it manually. RapidCert binds the captured attribution to the company and
evaluation when registration completes. The destination's API secret remains on the server.
### Payment Header
Each certification type also has a payment header editor on the General tab. This lets you display custom content above the payment form during checkout — useful for payment instructions, trust badges, or client-specific messaging.
The editor is a rich text editor that supports formatting, links, and images. If no content is configured, the payment form is displayed without a header.
## Access Tab
The Access tab manages who can view company data for this client, which email domains are permitted for self-registration, and whether viewers can access evaluation details.
| Setting | Description |
| -------------------------- | ----------------------------------------------------------------------------- |
| Viewer Evaluations Enabled | Whether viewer users can access individual evaluation details for this client |
### Viewers
Add viewers to the client to grant read-only access to evaluations and company data.
1. Click **Add Viewer**
2. Enter the viewer's email address
3. Save
The viewer table displays each viewer's name, email, status, last login, registration source (admin-added or self-registered), and action buttons. Available actions include:
* **Edit** — Modify the viewer's full name
* **Email history** — View delivery history for viewer invitation and login emails
* **Impersonate** — Log in as the viewer (administrators only, for support purposes)
* **Delete** — Remove the viewer's access
The email history modal shows the last 12 months of viewer invitation and login emails, including delivery status and whether login codes were successfully used. See the [Users & Viewers](/guides/admins/users-viewers) guide for full details.
### Domain Whitelisting
Domain whitelisting controls which company email domains are permitted to self-register under a client's signup page.
#### Adding an Approved Domain
1. Click **Add Domain**
2. Enter the domain (e.g. `acmecorp.com`)
3. Save
The system checks that the domain:
* Is not a free or public email provider (gmail.com, outlook.com, hotmail.com, and similar are blocked automatically)
* Is not already claimed by another customer in the system
You can also check domain availability before adding it.
#### Domain Rules
| Rule | Detail |
| ---------------------- | --------------------------------------------------- |
| Free domains blocked | Common consumer email providers are always rejected |
| System-wide uniqueness | A domain can only be whitelisted by one customer |
| Case insensitive | `ACME.com` and `acme.com` are treated as the same |
Companies attempting to register with an email domain not on your approved list will be blocked at signup.
## Custom Fields Tab
Custom fields let you collect additional structured information from companies during evaluation.
### Adding a Custom Field
1. Click **Add Field**
2. Enter a **Field Name** (shown to companies)
3. The field type is **Select** — a dropdown with predefined options
4. Add each option with a **Label**, **Colour** (green, yellow, orange, red, blue, purple, or grey), and **Display Order**
5. Toggle **Active** to make it visible in evaluations
6. Save
Custom fields appear on evaluations for the client they are configured under. They are visible to assessors during review and can be used for filtering and reporting.
### Deleting a Custom Field
1. Locate the custom field in the list
2. Click **Delete** on the field
3. Confirm the deletion
Deleting a custom field removes it from all evaluation templates for that client. The field is soft-deleted — it is deactivated and no longer visible in evaluations or available for new submissions, but historical evaluation data that referenced the field is preserved.
Only administrators can delete custom fields. Assessors do not have access to this action.
## Categories & Pricing Tab
### Categories
Categories organise what type of evaluation a company is applying for. Each category links to an evaluation template that determines which questions are presented.
#### Creating a Category
Select the client, then navigate to the **Categories & Pricing** tab.
Click **Add Category** and enter the category name.
Select an evaluation template from the dropdown — this determines which questions are presented to companies.
Enter the display order to control the category's position in lists.
Save and set to **Active** to make the category available.
#### Adding Subcategories
1. Open an existing category
2. Click **Add Subcategory**
3. Enter a **Key** (unique identifier) and **Label** (display name)
4. Save
#### Managing Categories
| Action | How |
| ------------- | ------------------------------------------------------------------- |
| Reorder | Drag and drop, or use the order field |
| Deactivate | Toggle the **Active** switch — hides from new submissions |
| Link template | Select a template from the dropdown on the category |
| Delete | Remove a category (does not affect evaluations already in progress) |
Deactivating a category does not affect evaluations already in progress under that category.
### Pricing
Each client uses one of two pricing modes.
#### Category-Based Pricing (Default)
Prices are fixed per certification category. Companies pay the same amount regardless of their size.
* Set a **Standard** price and an **Urgent** price per category
* Standard and urgent turnaround days are defined per category
#### Employee-Based Pricing
Prices are tiered by the company's employee headcount. This is useful when larger companies represent more risk or complexity.
1. Select **Employee-Based** as the pricing strategy
2. Define employee count **ranges** (e.g. 1–19, 20+)
3. For each range, set:
| Field | Description |
| -------------- | --------------------------------------------------------- |
| Tier Name | Label for this tier (e.g. "Small Business", "Enterprise") |
| Standard Price | Base price for this employee tier |
| Urgent Price | Price for expedited processing |
| Standard Days | Expected completion time for standard submissions |
| Urgent Days | Expected completion time for urgent submissions |
4. Optionally map each tier to a default evaluation template
Companies self-report their employee count during registration. The applicable tier is applied automatically.
Pricing strategy changes create a new version — previous strategies are deactivated automatically.
## Next Steps
Configure the evaluation templates linked to your categories
Manage discounts, shared files, and conversion tracking