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How to Work with Client Zone

Introduction

The Client Zone is a dedicated portal that makes it easier for Easy8 users to manage their services, billing, product details, and support tickets. It centralizes essential customer operations in one place, simplifying administration, upgrades, and communication with support.

You can access the Client Zone at: https://clientzone.easyredmine.com

Target audience

  • Administrator

Overview of Client Zone Navigation

Top-right navigation

  • User name – Links to your profile for updates
  • Company name – Displays your organization
  • Language picker – Set your preferred interface language
  • Logout button – Exit the Client Zone securely

Left-hand menu

The main navigation menu is located on the left and includes all sections of the Client Zone:

Section Breakdown

Overview

This section provides a summary of your Easy8 subscription:

  • Billing details
  • Invoices and quotations
  • Contracts

You’ll find:

  • A button to Edit billing address
  • A shortcut to view All invoices and quotations

Product Details

  • Solution and number of users
  • Current package
  • Expiration date

Options available:

  • Upgrade your plan
  • Place a new service order

Invoices and Quotations

  • View all issued invoices and quotations
  • See status: paid or pending
  • Download invoices individually or in bulk (ZIP file)

Recurring Payments

  • Track all recurring charges linked to your contract

Billing Details

  • View and update your billing information

Users

Manage users who have access to the Client Zone (separate from Easy8 users):

  • Add, edit, or remove users

Access Levels

  • Admin – Full access
  • Download – Access to product details and installation package
  • Purchase orders – Invoices, quotations, and payment submission
  • Billing – View/edit billing and access invoices
  • Support – Access the Support center

E-mail Notifications

  • Everything
  • Product news
  • Software updates
  • Contract expiration
  • Invoices and quotations

Support Center

Manage support tickets and access support resources:

  • Access to Knowledge Base, FAQs, and Owner’s Manual
  • Create a new support ticket or request a callback
  • Search through existing tickets

Ticket Management

  • View ticket Status, Subject, ID, Priority, and Last update
  • Options: Update, Close, Escalate

Escalating a ticket raises its priority in the Support queue. Review severity classifications here: Support Severity Levels

Conclusion

The Easy8 Client Zone offers a centralized space for handling subscriptions, billing, user permissions, and support communication. Designed for flexibility and efficiency, it helps organizations manage their Easy8 services more effectively and stay in control of all key operational aspects.

Further reading

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