To add/edit a Client:
- From the main menu, click on Add > Client under People section.
- From the action drop-down
, click on Add Client. - In the new pop-up window, enter the login credentials : Login, Password and Confirm Password. These fields can be left blank if you do not want the client to login.
- Enter the other details like the Name, Email, Phone, Time Zone, etc
- Under the Client Hierarchy drop-down, select the parent client if you are creating a child client. For more on client hierarchy, refer here.
- Fill in other details under the different tabs.
- Click Save.
A Client can configure his/her own dashboard by clicking on the Dashboard tab to see reports after logging in. The client will only see those reports which are shared with them.