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Update a Client

Access

This function is only available to the Engagement Manager role

To update a client

Select Admin -> Manage Clients
Update the name, ACN (optional) or ABN (optional) for the client
You can add / remove / change the client logo
- Note that uploading a logo for the client will make the Engagements screen easier to use for members of the engagement team.
Click Save

User Guide (Home)

Client Users

Respond to a Request

View Requests for Your Team

Update Your Personal Details

Engagement Team Members

Create a Project

Update Project Milestones

Add User to a Project

Remove User From Project

Create a Request

Create a Websheet

Admin (Engagement Managers)

Create a Client

Update a Client

Create an Engagement

Update an Engagement

Add User to an Engagement

Remove User From Engagement

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