Once a client is created, you can manage their details, update contact information, configure notification preferences, and review their access to resources.
Below, you’ll find an overview of each section available in a client profile.
To access a client’s profile:
Go to Clients in the navigation.
Select the client’s name. (The search bar can be used if needed.)
Each client profile contains four tabs: Profile, Billing Details, Notifications, and Resources.
Profile
The Profile tab allows you to:
View or update contact information
Add custom fields for storing additional information
Set the portal interface language for this client
Set or update their password
Review login activity (access locations)
Delete the client account
Under the client’s avatar, two additional options are available:
Impersonate - Opens a new tab where you can view the workspace as the client sees it.
Resend Invitation - Sends the workspace invitation email again.
Important Note
Deleting a client permanently removes their account and any data or resources created by them. This action cannot be undone.
Billing Details
The Billing Details tab allows you to enter or update the client’s financial details.
This information is used when generating invoices.
Notifications
Notification preferences can be adjusted per client.
Three notification types are available:
Email - Sent to the client’s email address
Push - Appear on a client’s desktop, if they’ve allowed browser notifications
Inbox - Notifications shown in the client’s in-app Inbox
Resources
The Resources tab displays all resources the client has access to, organized by category.
If you want to learn more about sharing resources with clients, see Sharing Resources with Users in Your Workspace.
Need additional assistance? Contact support.