Client Module Overview
Complete guide to adding clients, capturing company details, and managing the client list in HRORA.
The HRORA Client Module helps organizations maintain client records with their contact details and company information, and optionally issue portal login credentials to them.
Who Uses This Module
| Role | What They Can Do |
|---|---|
| HR / Admin | Add clients, capture contact and company details, send registration mail, manage the client list |
| Client | Receive login credentials by email and sign in to the portal |
Client Workflow
Add a new client → enter the client's contact details → select country, state, and city → enter the company name, website, and address → optionally tick Send Registration Mail to Client → save → client appears in the Client List → where registration mail was sent, the client receives login credentials and an OTP by email
Module Sections
- Client List — Central list of all clients with their contact and company details
- Add Client — Form for creating a new client record and issuing portal access
Information Captured
| Group | Fields |
|---|---|
| Client Details | First name, last name, email address, password, dial code, mobile number, country, state, city, address |
| Company Details | Company name, company website URL, company address |
| Access | Send Registration Mail to Client |
Client Access
| Setting | Description |
|---|---|
| Send Registration Mail to Client ticked | The client receives login credentials and an OTP by email |
| Send Registration Mail to Client not ticked | The client record is saved without issuing portal access |
Actions on the Client List are permission controlled. Where the signed-in user does not have rights over a client record, the Action column shows Not Authorized instead of the available controls.