Overview
The Purchased tab in Client Management shows which Redlist offerings are active for a specific client, and allows System Admins to enable or disable offerings directly from the tab.
Accessing the Purchased Tab
The Purchased tab is available on individual client records in Client Management — it does not appear on group cards.
Log in with a System Admin or Redlist internal account — Client Manager opens automatically
If the list is in table mode, click the ellipsis (⋮) menu and select View in Card Mode
Click a Group card to open it
Click a Client card within the group
Click the Purchased tab in the client detail view
Note: The Purchased tab is only visible to System Admins and Redlist internal users with JIT access. It does not appear on Group cards — only on individual Client records.
How to View a Client's Purchased Offerings
Check which offerings are currently active for a client.
Navigate to the Purchased tab on a client's detail view
The offerings grid displays all available offerings
Offerings that are active for this client are shown as enabled
Offerings that are not active appear in a disabled state
How to Edit a Client's Offerings
Enable or disable offerings for a client (System Admins only).
Navigate to the Purchased tab on the client's detail view
Click the Edit button (pencil icon) in the top-right area
The Edit Offerings panel opens on the right side
Toggle the offerings on or off as needed
Save your changes
Note: The Edit button is only visible to System Admins. If you do not see it, contact a System Admin to make changes.
Understanding Available Offerings
The following offerings can be purchased and enabled for a client:
Lubrication Management — Lubrication tracking and management system
Trial LM Experience — Trial experience for lubrication management
Jobs — Job management and tracking system
Maintenance — Maintenance strategy optimization
Safety, Health & Environment — Safety compliance, inspections, and workflows
Note: If no offerings are active, the tab displays "No purchased offerings."
Best Practices
Verify Before Onboarding: Check the Purchased tab before walking a client through setup to confirm which modules are available to them — avoid spending time on features they haven't purchased.
Use for Support Troubleshooting: When a client reports a missing feature, check the Purchased tab first to confirm whether the module is enabled before escalating.
Keep Offerings Current: After a client purchases or removes a module, update their offerings promptly so their access reflects their current subscription.
Troubleshooting
Issue: The Purchased tab is not visible
Solution: Confirm you are logged in as a System Admin or Redlist internal user with JIT access, and that you are viewing a Client record — not a Group card.
Confirm you are logged in as a System Admin or Redlist internal user with JIT access
Verify you are viewing an individual Client record — the tab does not appear on Group cards
If you have the correct role but still cannot see the tab, contact your administrator
Issue: The Edit button is not visible
Solution: The Edit button is only available to System Admins.
The Edit button is only available to System Admins
Contact a System Admin to request changes to a client's offerings
Summary
The Purchased tab in Client Management provides a clear view of which Redlist offerings are active for a given client. System Admins can enable or disable offerings directly from this tab using the Edit button. Use it during onboarding, support, and account reviews to quickly confirm a client's active modules.