Clients

Access Control

NOTE THAT THIS SECTION CAN ONLY BE ACCESSED BY ADMINS.

Adding Clients

• Step 1: Select CLIENTS on the side bar panel.

• Step 2: Select ADD NEW CLIENT.

• Step 3: Enter the company details and contact details required.

Editing Clients

• Step 1: Select CLIENTS on the side bar panel.

• Step 2: Select the client you would like to edit.

• Step 3: Select ACTIONS and EDIT DETAILS and update the information as you wish.

Searching For Clients

• You may search clients using the MAGNIFYING GLASS ICON at the top.

Refresh Clients

• You may select the REFRESH ICON at the top to view the latest updates made to clients.