Client view page – Client pools tab

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:

Click the numbers in the table to see the lists of assigned managers and clients added to the pool(s). To open the client pool page, click the needed pool's name.

You can also see the list of managers who have access to this client based on the client pools settings:

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":

Tick the needed pools and click "Update":

The client will be added to the selected pools, and they will be displayed in the list.