Client view page – Client pools tab

From Protemos Wiki
Revision as of 12:01, 6 September 2022 by Andrii (talk | contribs)

Jump to: navigation, search

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 view page - client pools tab.png

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:

Client view page - client pools tab (client pools).png

You can click the numbers in the tables to see the lists of clients added to the pool and managers you assigned.

Add client to client pool

To add or remove the client from the other pools, click "Update":

Client pools tab (update).png

Tick the needed pools and click "Update":

Client pools tab (add client to pools).png

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

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

Client pools tab (managers).png