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Step 2: Manage Client

In this Guide, you’ll learn how to The user should know how to view, configure and manage setting for existing clients

Tosin Dairo avatar
Written by Tosin Dairo
Updated over a year ago

As a partner accounting practice, after Setting up a new client account, You can update existing client information and invite new members to the team

  1. How to Update Existing Client Information

    Step 1: After you Sign In, Click the 'Manage Client' Button on the sidebar

    Step 2: Click the 'Client Settings' to update client configuration
    ​See Full Guide Here

  2. How to View All Clients

    Click the 'Manage Clients' Button,

    Then Click the 'All Clients' Button

    Warning: You can unlink a Client and remove all associated data. By Clicking on the 'X' symbol under the 'Actions' Tab but note this action is irreversible.


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