Difference between revisions of "Client view page – Client pools tab"
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[[File:Client view page - client pools tab (client pools).png|border|1070px]] | [[File:Client view page - client pools tab (client pools).png|border|1070px]] | ||
| − | You can click the numbers in the table to see the lists of assigned managers and clients added to the pool. | + | You can click the numbers in the table to see the lists of assigned managers and clients added to the pool(s). |
You can also see the list of managers who have access to this client based on the client pools settings: | You can also see the list of managers who have access to this client based on the client pools settings: | ||
Revision as of 12:56, 6 September 2022
General info
On this tab, you can view the list of client pools the client is added to and managers who have access to this client based on the client pools settings.
Client pools
In this section, you can see the list of client pools the client is added to, and how many managers and clients are added to these pools:
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You can click the numbers in the table to see the lists of assigned managers and clients added to the pool(s).
You can also see the list of managers who have access to this client based on the client pools settings:
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To open the Manager details page, click the necessary manager's name.
Add client to client pool
To add or remove the client from the other pools, click "Update":
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Tick the needed pools and click "Update":
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The client will be added to the selected pools, and they will be displayed in the list.
