Update a Client

Access

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