Clients

The Clients feature allows you to create and manage client accounts and information, helping you keep track of your clients and their financial data.

Use Case

You can use the Clients feature to manage your client relationships and ensure that you have all the necessary information to provide them with the best possible service.

Instructions

Adding Client

1. Go to User Management>Client
2. Click “(+)Create New Client” on the upper right side.
3. To add a new client, click the Add Client button and fill in the required information.
4. Enter Name, Email and Password
5. Click “Create” to save new client.

Editing Client

1. Go to User Management>Client
2. To update client information, click the “3 dots” then “Edit” button and make the necessary changes.
3. Click “Update” to save changes.