Overview
Client Manager Card Mode provides a visual, organized interface for managing multi-site clients at the corporate level. This view enables client managers and executives to monitor performance, manage reports and templates, and maintain oversight across all client locations from a centralized dashboard.
Accessing Client Manager Card Mode
From the Client Management page (accessible to users with client manager permissions):
Click the vertical ellipses button (⋮) in the top right corner
Select "View in Card Mode" from the dropdown menu
The page will switch to Card Mode, displaying groups and tenants as cards
Note: Your view preference is automatically saved. When you return to the Client Management page, you will see the last view mode you selected.
Page Components
The Client Manager Card Mode interface consists of several key elements:
Left Sidebar: Displays the navigation hierarchy, including a "Home" button at the top and a list of all groups with their tenant counts
Group Cards: Shows each client group with the number of tenants/sites within that group (e.g., "GroupXYZ - 3 clients")
Tenant Cards: Within each group, individual tenant cards display the tenant name and user count
Main Content Area: Shows detailed information, tabs, and actions for the selected group or tenant
Action Buttons: Includes "Login" or "Request Access" buttons depending on your permissions for each tenant
How to Navigate Between Groups
In the left sidebar, locate the "Clients" section
Select a Client
Click "Home" in the breadcrumb menu to return to the global overview showing all groups
Click on any group name (e.g., "Group1", "Group2") to view tenants within that group
The main content area will update to show that group's information and available tabs
How to View Tenant Details
Navigate to a group by clicking its name in the left sidebar
Scroll down in the left sidebar to see the list of tenants within that group
Click on a tenant card to view its details
The main content area will display the tenant name, user count, and available tabs
Use the tabs (Reports, Users, Templates, Documents, etc.) to access different information for that tenant
How to Access a Tenant
For tenants where you have access:
Navigate to the tenant by clicking on its card in the left sidebar
Click the blue "Login" button at the top of the main content area
You will be logged into that tenant environment
For tenants where you need access:
Navigate to the tenant by clicking on its card
Click the "Request Access" button
Your request will be sent via email to the appropriate administrator(s)
You will be notified via email when access is granted
Note: Contact your system administrator if you need access to additional tenants.
Best Practices
Use Groups Strategically: Organize tenants into groups that reflect your business structure (by client, region, or division) to make navigation intuitive for all client managers.
Leverage Corporate Reporting: Use the group-level Reports tab to identify trends, benchmark performance across sites, and spot improvement opportunities. (Future release)
Share Templates Wisely: When sharing form templates across multiple sites in a group, ensure they are appropriate for all locations to maintain consistency. (Future release)
Request Access Proactively: If you anticipate needing access to a tenant, request it before you urgently need it to avoid delays.
Troubleshooting
Issue: I can only see "Request Access" buttons and cannot log into any tenants
Solution: Your access has not been granted yet. Request access for the tenants you need, or contact your system administrator to expedite access approval.
Issue: The tenant list in the left sidebar is very long and hard to navigate
Solution: Use the search box at the top of the left sidebar to quickly find specific tenants or groups by name.
Issue: I would like to go back to Table Mode
Solution: Click on the ellipsis in the left sidebar and select "View in Table Mode"
Summary
Client Manager Card Mode transforms how you manage multi-site clients by providing an intuitive, visual interface for navigating groups and tenants. This feature enables corporate-level oversight, streamlined reporting (Future release), and efficient template sharing across multiple locations (Future release). The view is ideal for client managers and executives who need to monitor and manage multiple sites. The feature may be available to all users with access to multiple tenants, contact your Redlist Client Success Manager.