Managing Clients

Managing Clients

  • Click on ADMIN, and then navigate to CLIENTS LIST
  • Click on the NEW CLIENT button to add new client or company, top right corner.

  • Add CLIENT NAME and and select roles applicable to the client

  • When done, click on the check icon to save the changes.
  • You can also edit the client row by clicking on the OPTIONS button and select EDIT to edit the row.
  • Also deleting the entire client by clicking on the OPTIONS button then select DELETE option.
  • Finally you can set as inactive by clicking on the OPTIONS button then select SET INACTIVE.


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