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Add/Edit Clients in Clients Management
Add/Edit Clients in Clients Management

Managing your clients ensures your organization profile remains up-to-date and professional.

Masa Sasaki avatar
Written by Masa Sasaki
Updated over 3 months ago

Steps to Add or Edit Clients

  1. Navigate to Clients Management:

    • Click My Org in the main navigation bar.

    • Select Clients from the dropdown menu.

  2. Add a New Company:

    • Click the Add Company button.

  3. 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).

  4. 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.

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