Here is a quick overview of the client management:

If you want to add a new client to the portal you can go to Clients > Create client.

Your client will then receive details to login to your client portal.

Here is what you can see and edit for your clients:

  • Add tags

  • Add team name

  • Assign account manager

  • Add files to storage

  • Add services

  • Cancel their subscriptions (immediately or at end of subscription period)

  • See all their requests

  • See their last logged in date

  • See their reviews

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