Clients

A client represents a legal entity: an organization with whom Fulcrum does business.

• A Client has one or many Users, who can log in and do work for the Client
• When Users upload Files for the Client, the files are owned by the Client, too
• All of a Client’s users can see each others files
• If a client is deleted, all of its users and all of its files are deleted, too

Creating clients and users

In the admin sidebar, go to Clients -> Add clients, where you’ll see this form:

Inviting more users to a client

Click “Add Invitee”, and add as many users to this client as you like. Each must have a unique email address.

When you save, an invitiation email will be sent to each user, asking them to accept the invitation and set a password for their account.

How do we handle deletes?

If a client is deleted, all the users, and all the linked files, are deleted.