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Update a Client


This function is only available to the Engagement Manager role

To update a client 

  1. Select Admin -> Manage Clients

  2. Update the name, ACN (optional) or ABN (optional) for the client

  3. 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. 

  4. Click Save

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