Clients can be updated from their profile page.
a. Access the Client Profile:
- Go to Users from the left-hand menu
- Select the client you want to edit
The client profile will open.
b. Edit Client Information:
- Click the Edit icon in the section you want to update
- Update the client information as needed
Depending on the section, you can update:
- Contact information
- Location information
- Client logo
- Click SAVE
The client information will be updated.
c. Verify:
- Confirm that the updated information appears in the client profile
The client information has been successfully updated.
See also: