Difference between revisions of "Client view page – Client pools tab"
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==='''Add client to client pool'''=== | ==='''Add client to client pool'''=== | ||
Revision as of 13:51, 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.
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 profile, click their 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.
