Managing clients
These articles explain how to add, remove and update clients.
To add a new client you must first have the Client manager role. See this article for details of how to assign user roles. 1. Click 'Add client'...
Sun, 15 Apr, 2018 at 10:54 PM
To delete a client you must have the Client manager role. Users with this role can delete a client from the Client app page. Click the bin icon to the ...
Wed, 18 Apr, 2018 at 2:06 PM
To update a client you must have the Client manager role. Users with this role can update a client from the workflow page for the client. The second wo...
Wed, 18 Apr, 2018 at 2:08 PM