Admin Guide: Managing Clients

This guide explains how to create and manage clients in the DAM. Clients represent separate organisations or brands, each with their own isolated data.


1. What Are Clients?

  • Clients represent separate organisations or brands that use the DAM.

  • Each client has its own isolated set of assets, metadata fields, collections, tags, and portal members.

  • All data in the DAM is scoped by Client ID -- users from one client cannot see another client's assets.


2. Viewing Clients

  • Go to the DAM section in the Umbraco backoffice.

  • Click the Clients tab.

  • You will see a list of all clients with their Name, Code, Active status, and creation date.


3. Creating a New Client

  1. Click the create/add button in the Clients tab.

  2. Fill in the required fields:

    • Name: The display name (e.g. "Acme Corporation").

    • Code: A unique short code (e.g. "ACME"). This is used internally and cannot be changed later.

  3. The client is created as Active by default.

After creating a client, you can:

  • Assign backoffice users to it (via User Client Assignments).

  • Configure metadata fields for it.


4. Editing a Client

  • Click on a client in the list to edit.

  • You can update the Name and toggle the Active status.

  • Deactivating a client hides it from dropdowns and prevents new logins, but does not delete any data.


5. Assigning Backoffice Users to Clients

  • Backoffice user access to clients is managed via the Umbraco 'Users' section.

  • 'DAM Super Admins' get access to all functionality, while 'DAM Admins' see only limited functionality.


6. Domain Mapping for Portal Members

  • When portal members log in via Microsoft SSO, their email domain determines which client they are assigned to.

  • Domain mappings are configured in the application settings (appsettings.json), not in the backoffice.

  • Contact your developer or system administrator to add or change domain mappings.

  • If a domain mapping doesn't exist for a client, you can add a 'Member Group' manually for a new client, and assign the clients users to that member group via the Umbraco 'Members' section.