Difference between revisions of "Client view page – Client pools tab"

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(Created page with "__FORCETOC__ =='''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...")
 
(Client pools)
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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]]
  
To add the client to the other pools, click "Update":
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To add or remove the client from the other pools, click "Update":
  
 
[[File:Client pools tab (update).png|border|1070px]]
 
[[File:Client pools tab (update).png|border|1070px]]
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The client will be added to the selected pools, and they will be displayed in the list.
 
The client will be added to the selected pools, and they will be displayed in the list.
  
You can click the numbers in the table to see the lists of clients added to the pool and managers you assigned.
+
You can click the numbers in the tables to see the lists of clients added to the pool and managers you assigned.

Revision as of 10:13, 30 August 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 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

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