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What is a Client?Creating a ClientAmending / Updating Client InformationLinking an Integration to a ClientRemoving an Integration from a Client Deleting or Archiving a Client
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FAQs

Amending / Updating Client Information

To amend / update Client infomation,  select ‘Clients’ from the menu on the left hand side of the page and then click to enter your chosen Client:

Within each Client, the Client Info tab is where;

  • Personal / Address Information can be added / amended
  • A background colour for the Client widget can be added / amended
  • A logo / image for the Client can be added / amended. This logo will display as header in Reports, Dashboards and the Client Portal

NOTE - The recommended size for the Client logo / image is 194 x 35 pixels

'Update Info' saves the changes made to your Client

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