The _Clients _section is where Admin Panel users can manage all businesses registered on the platform, including monitoring existing clients, reviewing detailed information about each client, managing client licenses, and creating new clients.

The Clients area is divided into two main parts:

Clients Grid lists all clients and provides search and filtering tools.
Client Card shows detailed client information across several tabs.

Clients Grid

The Clients Grid displays a table of all clients registered on the platform.

Use Filters and Search to quickly locate a client in the list.

Client Licenses and Upgrade Requests

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This feature is not enabled by default. Please contact UPTIQ support to configure it.

New Client

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This feature is not enabled by default. Please contact UPTIQ support to configure it.

To manually create a new client:

In the Clients Grid, open the kebab menu (⋮) in the top-right corner of the grid, and select New Client.
A New Client form opens. Fill out client details in the form, then click Save.
A client invitation message is displayed (as configured in the system). Click Copy to copy the message and use it to send a personalized invitation to the client.
- To re-generate the invitation message for an existing client, open the Client Card for the client, locate the Client email template block, and click View details.

Client Card

Clicking on a client in the grid opens the Client Card — a multi-tab view containing all information about the client’s business, connections, and performance data.

General Tab

The General tab contains:

Company profile information and contacts.
Assigned FI Manager.
- Click the Edit (pencil) icon to assign a manager to the client.
- Click the Delete (trash) icon to unassign the the client's manager.
Individual client license (if available).
- Click the Edit (pencil) icon to change the client's license.
Linked bank accounts.
- Click View details to open detailed information on connected accounts (the Accounts widget in the Business Health tab of the Client Card).
Connected apps summary.
Click View details to open detailed information on connected apps (the Apps tab of the Client Card).
Dashboard usage statistics.

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By default, SMB Managers can view all clients in the system, regardless of the client-manager assignment. If you would like to limit the access of SMB Managers to their assigned clients only, please contact UPTIQ support.

Insights Tab

The Insights tab lists the client's insights — alerts and notifications on the various aspects of the client's business performance, generated based on connected data.

Insights are presented in two views:

Manager View: designed FI staff, highlighting key events and trends in the client's business from the SMB manager's perspective.
- Use the Filter fields to locate specific notifications.
- Click Mark as Done to complete the insight (a short feedback form will appear). For completed insights, click Done to revert the insight to uncompleted status.
- Click Add to Calendar to create a draft insight-related event (e.g., a client follow-up) in your calendar. (Note: this requires a calendar client app to be configured in your system.)
- Click Details to open the full insight with the Analytics and Intelligence details.
- Click Linked Insight (if available) to open the client's view of the insight generated from the same event.
Client View: Displays insights exactly as they appear in the client's dashboard or widgets, in read-only mode. This view includes details on the client's interaction with each notification (e.g., whether the client has opened or completed the insight).
- Use the Filter fields to locate specific notifications.
- Click Details to open the full insight with the Analytics and Intelligence details.

Underwriting Tab

The Underwriting tab contains a collection of the client’s financial metrics calculated from connected apps, grouped into categories, such as Assets, Debt, Expenses, etc., which can be used for underwriting analysis of the client’s business. The metrics grid includes:

Metric name and description
Data source
Current and previous value of the metric, along with dynamics (trend), if applicable.

Business Health Tab

The Business Health tab displays a holistic view of the client’s business performance based on the data from connected apps, presented across a collection of interactive widgets, which are grouped into sections.

This is the same view as available to client in their Business Health Dashboard, presented here in a read-only mode.

Please refer to Business Analytics guides for details on each widget.

Apps Tab

The Apps tab shows the list of third-party apps the client has connected, and their current connection status. If an app’s connection has failed (status is not Synced), the Invite to Reconnect button can be used to generate a direct link, which could be sent to the client to reestablish the connection.

Users Tab

The Users tab lists the users associated with the client who have access to the Business Analytics Dashboard and/or widgets.