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modify-client
modify-client
To modify a client’s information:

  1. Click the Edit go button to open the Edit Client view.
    edit client portal
  2. Modify the information that needs to be changed or updated.
  3. Save your modification.

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assign-role
assign-role
To assign a role to a client:

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  1. Click the Assign Role button for the selected user.
    assign client role
  2. On the Update Role window that appears, select the role to be assigned from the Role Config dropdown list.
    update client role
  3. Click Confirm to save.

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