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Editing Basic Client Information

Client information, edit

Riko Muttik avatar
Written by Riko Muttik
Updated over a week ago

The client's information can be edited if you go to their profile page. The first section you see is the basic information.

To insert or update the information, click on "Edit" in the top right corner. This will open a pop up window where you can edit all of the essential information about the client. There is also the option of choosing whether the client needs to approve staff members' worksheets or not. When you're done with everything, click "Save" and the updated information should show up in the section.

To upload a logo for a company:

Click on the "Upload Logo" box in the upper left corner of the section (or if you want to change an existing logo, click on that).

Click "Add file" and choose a picture file from your computer OR simply drag a file directly from your folder into the gray "drop file here" area.

The file should now upload and when you close the pop up window it should show up in the company logo area.

Done with editing the basics? Here's the next article.

Back to clients menu

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