Managing Clients

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Managing Clients

Starting from the Administration page:

1.In the Clients section click View All.  The Clients page displays.

2.From this list you can see the number of Cases and number of Users associated with each client.  Click on a client's Cases or Users links to see the full list of each.

3.From the Cases or Users list you can manage cases and/or users associated with the client.


Alternatively you can see the Cases and Users associated with a specific client by selecting the client from the list presented in the menu on the left of the Administration page.