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View a Client

  1. To view a Client, head to the Clients list from the top navigation bar:

You will see a list of all the clients linked to your organization.

You can also click on Pending Clients to view invited clients that are yet to register. Here you can resend the invitation to them or update their email.

  1. Search in the Clients list or write the client name in the search bar on the top left of the table.

  2. Click on Client Name. A page with Client Information will appear.

In the Client Provision Page you can:

  • View the client's information.
  • Edit the client's information.
  • Deactivate or activate the client.
  • View or add contacts to the client.
  • View the client's usage data.

Tip: You can use the View button to switch the display.