Client Overview

📄️ Client Summary

The Summary Tab provides a high-level overview of the client's key information, focusing on services, billing, and infrastructure.

📄️ Personal Details

Keep your personal details up-to-date to ensure that your profile reflects accurate information. This section allows you to update essential fields such as name, contact number, and address.

📄️ Company Details

Accurate company information is essential for managing subscriptions and payments. This section allows you to add or update your billing address and phone number for invoicing purposes.

The Authentication tab manages account security with OTP verification records, password changes, and account blocking features. It provides centralized control for maintaining system access integrity.

📄️ Users

Stack Console includes a robust Role-Based Access Control (RBAC) system that allows account owners to create custom roles with tailored permissions. For example, an account owner can create an "Accountant" role with billing-specific permissions.

📄️ Subscriptions

The Subscription Tab provides detailed insights into the client's subscriptions. Helps monitor the status of ongoing services and manage new subscriptions.

📄️ Resources

The Resources Tab tracks all client-related resources. Ensures all resources are monitored in one place.

📄️ Import VM

The Import VM feature allows administrators to migrate existing virtual machines from supported cloud providers into your current infrastructure. This streamlined process maintains your VM configurations while enabling flexible deployment options and billing management within Stack Console.

📄️ Quota

The Quota Tab manages resource limits for clients. Ensures clients operate within designated resource limits. You can also increase or decrease these quotas by adjusting the quantity limits.

📄️ Billing Setup

The Billing Setup tab enables customized billing configurations, ensuring clients are charged correctly and alerts are in place for budget management.

📄️ Invoices

Displays all past and current invoices associated with the client. Use filters to search or sort invoices by date, status, or amount.

📄️ Transactions

The Transactions tab provides the complete list of transactions done to purchase infra credits.

📄️ Disciplinary

The Disciplinary Tab in Stack Console is used to manage client restrictions and compliance, ensuring adherence to platform rules.

📄️ Orders

The Orders tab is designed to help clients manage their purchases effectively. This section allows users to view all past and current invoices linked to their account. Orders are commonly used to add additional products, licenses, tools, essential add-ons, and more.