Clients and brands
This is where you register who you operate for: the client (the company, with its tax details) and its brands (the identity under which campaigns are presented). Menu: Commercial › Clients and Brands.
Clients and Brands permissions · Edition: all (Free, Starter, Pro, Growth, Enterprise)
Understanding the account → client → brand → campaign hierarchy helps you decide how many entries to create: Accounts, clients and brands.
Clients
The menu option and the screen are called Clients (the text is not translated into Spanish).
List
A table with a search box (Search...), Refresh and Create New.
| Column | What it is | Notes |
|---|---|---|
| Name | The client's trading name | |
| Legal Name | Registered company name | |
| Tax ID | Tax identifier | |
| Country, City | Country (code) and city | |
| Active | Status | Active / Inactive badge |
The Actions menu on each row offers Edit and Delete.
Create / edit a client
Click Create New. Required fields are marked with an asterisk.
| Field | What it is | Notes |
|---|---|---|
| Name * | Trading name | |
| Legal Name * | Registered company name | |
| Tax ID Type | Document type | Dropdown: NIF, CIF, NIE, DNI, VAT, PASSPORT, OTHER |
| Tax ID | Tax number | |
| Country Code | Country | Dropdown with name and code |
| Billing Address Line 1 / Line 2, City, Postal Code, Region | Billing address | Optional |
| Contact Name, Contact Email | Contact person | Optional |
| 360dialog contact email | Email used to create the client in 360dialog | Only used the first time WhatsApp is set up with 360dialog |
| Active | Whether the client is in use |
Staging and production share the 360dialog partner account. Use a different email in each environment.
Once the client has been registered in 360dialog, the record shows its identifier (360dialog client). To connect the number, go to WhatsApp.
Brands
A brand is managed in its own file, with tabs for identity (kits), legal data, channels, campaigns, field reps and products. Full guide: Brand file (Brand Hub). Menu: Brands.
List
A table with Logo, Name, Client, active campaigns, WhatsApp channel, kits and Active. Click a row to open its file and New to create a brand with the wizard.
Create a brand
- The client is required: it is the brand's legal promoter. Create it first (or in the wizard's first step).
- The wizard asks for name and client, colours (optional) and legal data (optional).
- Colours, fonts, logos and CSS are no longer stored on the brand: they live in its kits (Identity tab). See Visual kits.
- The quick edit form of a brand only contains Name, Client, Description, Logo and Active.
What a brand is used for
- Campaigns are linked to a brand from their detail page. Campaigns created before the brand model may have no brand.
- Products in the product catalogue can carry a brand.
- Each field rep has an assigned brand: it determines the logo and colours they see on
/rep(those of the brand's default kit). See Field reps. - The brand's legal texts (privacy, terms, DPO, support) inherit from the client unless you override them: Inherited legal texts.
Statuses and limits
- Deactivating a client or a brand (Active switched off) deletes nothing; Delete does remove the record. A brand cannot be deleted while it has non-archived campaigns.
- Every brand belongs to a client. Older campaigns can exist without a brand.
Permissions
| Action | Permission (UI text) | Technical id |
|---|---|---|
| View clients | Clients | Pages.Clients |
| Create / edit / delete clients | CreatingClient · EditingClient · DeletingClient | Pages.Clients.Create · .Edit · .Delete |
| View brands | Brands | Pages.Loyalty.Brands |
| Create a brand | Creating Brand | Pages.Loyalty.Brands.Create |
| Edit a brand | Editing Brand | Pages.Loyalty.Brands.Edit |
| Delete a brand | Deleting Brand | Pages.Loyalty.Brands.Delete |
Client permissions appear in the role editor under their identifiers (Clients, CreatingClient…) because they have no translation.