Managing your clients

From your clients page, you can view all of the active organisations that you as an advisor oversea. You can also invite new clients, or remove a client from the list. Read more about this under Inviting and removing clients.

You can access a client account by either clicking on the title of the organisation from the list, or selecting 'View client account' from the dropdown menu on the end of the row.

This will take you to the clients account, where you can view and audit all of their information. You may or may not be able to view their dashboard depending on if they have given you access to do so via their 'Support Permissions' which you can read more about under Support Permissions.