# How to manage clients

{% hint style="success" %}
To be able to manage clients, your plan must be **Core, Scale** or **Enterprise solution.** 
{% endhint %}

{% hint style="success" %}
In **Roles** → **Clients' Permissions**, admins control access by setting permissions for **adding** or **editing** clients, ensuring only authorized users can manage client data. All client-related changes are logged. Access them via the **View logs** next to the client.
{% endhint %}

## Client list displays

1. **Client ID**.
2. **Name** and **Email**.
3. **Contact Information**.
4. **Number of miners** — displayed as an indicator segmented by miner status. Hovering over it triggers a tooltip showing the number of miners in each status. Clicking it redirects to the import page with the list of miners.
5. **Number of tasks** — displayed as an indicator grouped by status type. Hovering over or clicking it shows a tooltip with the total number of tasks across all task managers.
6. **Number of bills** — displayed as a counter of all client bills. Clicking it redirects to the bills page with the list filtered for the selected client.
7. **Manager** assigned to this client
8. **Actions** — create tasks for the client’s devices or assets; view or generate a watcher link; edit; view logs; and export client data for the selected period.

<figure><img src="/files/NfCGsnNgBlkBXhhiw3L7" alt=""><figcaption></figcaption></figure>

## How to add client

1. Go to the **Clients (Overview)** section.
2. Click the “+” button.
3. Fill in the required details. The **Name**, **Email**, and **Manager** fields are mandatory.
4. Click **Apply**.

{% hint style="info" %}
If any errors are found, click **Edit** to make necessary changes. The **Delete** client option is not yet implemented.
{% endhint %}

<figure><img src="/files/q4wFYCiJhSXwnKSyyvdM" alt=""><figcaption></figcaption></figure>

## Importing devices automatically adds a client

When importing devices, if a new email appears under Client email, click **Add** **client**.

You can then add further details (name, phone, messenger, manager) using the **Edit** option.

## Export client data for a selected period

1. Go to the **Clients (Overview)** section.
2. Click **Export client data**.
3. Select the required clients, the desired period, and the data to include, then click **Download**.

The system will generate a file containing all requested data. Once the file is ready, a notification will appear with an option to download it. If you are unable to download the file from the notification, you can always find it in the notifications panel under the **“Export files”** tab and download it to your device.

<figure><img src="/files/2vkaECAd67fMGUFxmIPH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cQX3JjPWSFJ1AR5BAepB" alt=""><figcaption></figcaption></figure>

## How to assign a device to a client

1. Go to **Dashboard**.
2. Select miners by checking relevant boxes.
3. Click **Edit** on the mass action panel.
4. Select **Edit Client**.
5. Enter new email
6. Click **Confirm**.

By following these steps, you should be able to efficiently assign a device to a client. This ensures that the system can accurately track device performance and consumption under the appropriate client, facilitating better reporting and service management.

<figure><img src="/files/S9frc5PICCYFyQbAbCft" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/31ky3AwtvQn1cq9kUwd9" alt=""><figcaption></figcaption></figure>

## Why in the miners' table is my client's icon green or red?

* 🟢 **Green** means the device is **paid**.
* 🔴 **Red** means the device is **unpaid**.

The color of the icon shows the **miner’s payment status.** You can manually update the status:

1. Go to **Dashboard**.
2. Select miners by checking relevant boxes.
3. Click **Edit** on the mass action panel.
4. Select **Edit Client**.
5. Select status (Paid/Unpaid).
6. Click **Confirm**.

<figure><img src="/files/uYRuMT4W1m6otuksviXJ" alt=""><figcaption></figcaption></figure>

## How to view changes for client?

1. Go to **Clients (Overview)**.
2. Click the single-action button next to the desired client and select **View logs.**

<figure><img src="/files/rQdiWr3edH65B0ts5wWW" alt=""><figcaption></figcaption></figure>

## How to create a task for a client?

1. Go to the **Clients (Overview)** section.
2. Click the single-action button next to the desired client and select **Create Task**.
3. In the modal window, choose the task manager where you want to create the task. Optionally, select all miners or all assets of the client — the selected items will be added to the task automatically.
4. Complete the task creation form according to the selected task manager and click **Save**.

<figure><img src="/files/jgeML1m9IaLXPer2h9ez" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ex4HpbFBUHMfly12nkQc" alt=""><figcaption></figcaption></figure>

## FAQ

<details>

<summary><strong>What is a “Client” in MoonOne?</strong></summary>

In MoonOne, a **client** typically refers to a **hosting provider, data center, or third-party company** managing mining hardware on behalf of individual miners. This setup is common for miners who prefer to **rent space and outsource maintenance** rather than build and operate their own infrastructure.&#x20;

</details>

<details>

<summary><strong>Why isn't the Clients tab showing up?</strong></summary>

If your Clients tab is not visible, try the following troubleshooting steps:

1. **Check Permissions**: Verify permissions for client info access. Contact the admin if unsure.
2. **Plan Verification**: Ensure your plan is Core, Scale, or Enterprise.
3. **Enable Client Management**: Confirm "Client management" is enabled in Facility settings.
4. **Clear Cache**: Clear browser cache if pages load incorrectly.

</details>

<details>

<summary><strong>How do I add a new client?</strong></summary>

Go to the **Clients** section and click **“Add client”**. Fill in the client’s name, contact info, and manager that help organize your workflow.

</details>

<details>

<summary><strong>Can I assign devices to a specific client?</strong></summary>

Yes. When importing or editing devices, you can assign them to a client using the **“Client”** field. This helps segment your fleet and generate client-specific reports.

</details>

<details>

<summary><strong>Can I rename or merge clients?</strong></summary>

Renaming is possible directly in the Clients section. However, **merging** clients is not yet supported — you’ll need to manually reassign devices from one to another.

</details>

<details>

<summary><strong>How can I see all devices assigned to a specific client?</strong></summary>

Navigate to **Clients**, select the number of client's devices, and you will go to the **Dashboard** tab. All miners currently linked to this client will be listed here.

</details>

<details>

<summary><strong>How do I set custom pricing for a client?</strong></summary>

Inside the client’s profile, go to the **Edit Bill** - **Pricing**, and configure specific rates for electricity or hosting fees. These will override global rates for the assigned devices.

</details>

***

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