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Clients & Contacts

Every sample in Clearline LIMS belongs to a Client, and every client needs at least one Contact before samples can be registered. This page explains how to work with both.

What Is a Client?​

A Client in Clearline LIMS represents the entity that submits samples. Depending on your lab's structure, a client might be:

  • An external company or organization whose samples you analyze
  • A specific department or division within your own organization
  • A partner lab sending samples for sub-contracted analysis
  • Your own lab (if you're an in-house lab with no external clients)

All sample records, reports, and history are organized under the client that owns them.

Managing Clients​

To view all clients, go to Clients in the left sidebar. The listing shows all active clients with basic stats.

Adding a New Client​

New clients are typically set up by your Lab Manager or the CTM team. If you need a new client created, contact support@clearlinelims.com with:

  • Client name
  • Client ID / short code (optional)
  • Contact person details (name, email, phone)

Lab Managers with the appropriate permissions can also add clients directly:

  1. Navigate to Clients.
  2. Click Add.
  3. Fill in the client name and ID, then click Save.
  4. Open the new client and add at least one contact (see below).

What Is a Contact?​

A Contact is a person associated with a client. Contacts serve two purposes:

  1. Sample registration — A contact must be selected when registering a sample. This links the sample to a specific person within the client organization.
  2. Report delivery — When publishing results, the contact's email address is used for report delivery.

Each client needs at least one contact before samples can be registered for them.

Adding a Contact​

  1. Open the client record.
  2. Click the Contacts tab.
  3. Click Add.
  4. Fill in the contact's name, email address, and phone number.
  5. Click Save.

The contact is now available for sample registration and report delivery.

tip

For large clients with multiple departments, add a separate contact for each department or project. This helps ensure reports reach the right person.

Client Portal Access​

Clearline LIMS includes an optional Client Portal — a secure login that lets your clients view and download their own published reports without needing to contact your lab.

Key details about the Client Portal:

  • Access is granted per contact by the CTM team
  • Clients can only see reports for their own samples
  • The portal is read-only — clients cannot modify sample records
  • Portal URLs are separate from your lab staff login

To enable portal access for a client contact, contact support@clearlinelims.com with the contact's name and email address.

Viewing a Client's Sample History​

From any client page, click the Samples tab to see all samples registered under that client. Use the status filters to quickly find samples in a specific state (Received, Verified, Published, etc.).

From the Reports tab, you can view and download all published result reports for that client across all samples.