Search Knowledge Base articles

    How to edit a clients profile

    Click on Manage clients button under Clients & users button. 

    The below page will be displayed with a list of Cliens and users. Click on the name of the client/user that are displayed in the list or you can search for the client/user by typing the name or email or the phone number.



    It will take you to this screen. Click on profile tab.


    Click on edit profile button.


    Clicking on edit profile button will pull the edit profile form. after editing Click on the save button.



    Related Articles