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Editing Client Roles
Editing Client Roles

How can I edit existing clients?

Grete Jeltsov avatar
Written by Grete Jeltsov
Updated over 4 years ago

TO EDIT AN EXISTING CLIENT

1. Push the cogwheel icon on the top right of your screen to open Settings

2. Choose Client Roles from the left sidebar and choose the client you wish to edit by clicking on their email or on the pencil icon located under Actions

3. You can edit their phone number and account rights

Note: Only managers can change the client's account rights (give the client manager or worker rights)

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