Overview:
Keep your client data current—update contact details, company info, or portal settings whenever something changes.
Steps:
In Customer Management → Clients, locate your client and click the Action (⋮) → Edit.
Update any fields in the Account Details or Company Details sections.
To change portal access, toggle Login Allowed? or Receive Email Notifications?.
Click Save.
Tips & Best Practices:
Check the Created and Added By fields at the bottom to confirm who first onboarded the client.
Use the Note field to log why a critical change was made (e.g., new VAT number).
If you change a client’s email, remind them to check spam for a new portal‑activation link.
Troubleshooting / FAQs:
Can’t edit Email or Client Name: These fields may be locked—contact an Admin to unlock them.
Changes not showing: Refresh the page or log out/in to clear any UI cache.