Managing Clients¶

Audience: Firm owners and managers create clients; any firm user with access to a client can work inside it · Where: Clients in the sidebar (/clients).

Overview¶

The Clients hub lists every client organization your firm manages. From here you create new clients, open a client to work inside it, and (for owners and managers) reach License allocation. Every change your firm makes inside a client is audit-logged against both your firm and the client.

The Clients hub¶

Each client appears as a card showing its Name, its Slug (the short name used in its URL) and your Role on it. Click a card to open that client.

Firm owners and managers see every active client.
Other firm staff see only the clients their team has been granted access to.

Empty hub?

If you're an owner or manager and see No clients yet, create your first client below. If you see No client access yet, ask a firm owner or manager to add you to a team and grant that team access to a client.

Owners and managers also see a License allocation section on the hub with a Manage allocations button.

Creating a client¶

On the Clients hub, click New client (owners and managers only).
Enter the client's Name (up to 200 characters).
Check the Slug. It is filled in from the name; you can edit it before creating. It may contain lowercase letters, numbers and single hyphens only, and must be unique across Canima.
Click Create client. Canima opens the new client so you can carry on setting it up.

The person who creates a client is not added to it as a separate member: your firm role already gives you access.

How many clients you can create

Each firm has a client limit, set by Canima for your account. New firm accounts start at a limit of 0. Only active clients count toward it. If you reach the limit, creating a client fails with "Child-org cap reached": contact your Canima account manager to raise it.

Message	What it means
Child-org cap reached (n/n)	You've reached your firm's client limit. Contact your account manager.
An organization with that slug already exists	Pick a different slug.
Manager or owner role required on the firm to manage child orgs	Only firm owners and managers can create clients.

After creating a client¶

A new client can't run assessments until you give it capacity. Next:

Allocate license capacity to it.
Invite the client's users (MSSPs only), or grant your team access.
Optionally, connect source code (Administration → Integrations inside the client) and set up Attack Surface monitoring.

Working inside a client¶

Open a client from the Clients hub, from the org switcher in the header, or from any client link on your firm Dashboard. The URL becomes /clients/<slug>/….

You stay signed in as yourself. There is no separate login or impersonation: Canima simply scopes what you see and do to that client. The header shows ← Clients · the client's name and slug, plus a permanent badge, Acting as · , so it's always clear whose data you're working on.

Inside a client you get its own tabs:

Tab	What's there
Overview	The client's Allocated capacity card and its home dashboard.
Analytics	Overview, Outcomes and Breakdowns for this client.
Assessments	The client's assessments; create new ones here.
Asset Library	The client's assets.
Findings	All of the client's findings.
Activity	The client's activity log.
Attack Surface	ASM for this client (if it has capacity allocated).
Settings	Your personal settings, as seen from this client.
Administration	The client's members, SSO, integrations, alerts and more. Shown when your role on the client is Manager or higher.
Users	Who has access to this client, and invites.

Everything in these tabs works as described in the rest of the documentation. Assessments you create inside a client always draw on that client's allocation.

Renaming a client¶

Inside the client, open Administration → General. In the Organization section, change the Name and click Save changes. The slug is shown but can't be changed, because it is part of the client's URLs.

Removing a client¶

Deactivating or deleting a client isn't available from the portal. Contact your Canima account manager if you need a client removed.