Clients - Ergoly

A client is a company you work for. On its own, a client in Ergoly is a record: a name, a website, a logo. It starts doing something when you assign a worker to it. From then on there is a copy of that worker for that client, and every channel and person you link to the client reaches that copy. The Clients page lists them with tabs for Active, Inactive and Archived, and each client’s page has four tabs: Overview (the About text, details, and Channels & People), Workers, Tasks, and Connections.

Adding a client

From the AI Admin, the Clients page, or the chart.

Assigning a worker

What it creates, and the channels and people that go with it.

Client separation

What a client’s worker can and cannot see.

Internal client channels

Backstage before the client channel.