Updated March 4, 2026

Document ID HC-ORG-001

Owner Team OneSurvey Support Team

Clients

Overview

Available to: Manager, Owner

Clients are customer records tied to sites, OneSnap sessions, and ticket service expectations.

Client Detail Tabs

• Basic Info: client profile and contact details.
• Sites: linked sites for that client.
• One Snaps: linked OneSnap sessions.
• SLA: ticket service-level settings.

Typical Workflow

1. Create or open a client record.
2. Confirm contact and profile details.
3. Link sites to the client.
4. Review OneSnap activity and SLA expectations.

Related Pages

• Sites Overview
• Tickets
• Users and Roles

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