Steps to Add or Edit Clients
Navigate to Clients Management:
Click My Org in the main navigation bar.
Select Clients from the dropdown menu.
Add a New Company:
Click the Add Company button.
Fill Company Information:
Type the company name to get suggestions. Selecting a suggested name will automatically populate the company logo and website fields.
Manually add other details, such as Industry and Number of Employees (optional).
Save the Company:
Click Save to update the client list.
Additional Notes 📌
Featured Client:
Click the star icon to feature a client, ensuring they are prioritized and displayed prominently on your organization profile page.
Change Visibility:
Adjust the client’s visibility status from the action menu (three dots on the right side of the table row).
Edit & Delete Clients:
Use the action menu to update client details or remove them from the list.