Company / Description / Location
Status
Last message from contact
Days
Action log
Ticket
Owner
Manage clients
Add or remove client mandates. Each client gets their own login and pipeline view. The client ID is used for login — keep it short, lowercase, no spaces.
Add new client
✓ Saved
BEV admin users
Users who can log in as Admin and see all clients.
Add admin user
✓ Saved
Claude API key
Required for Sarah chat and the weekly briefing.
✓ Saved