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Maintaining Accounts: The Client Membership Panel

The read-only Clients panel shows you which clients can view the account information. Since clients are assigned at the Household level, this page makes it easy for you to audit access at the account level. If you need to make any changes, you'll need to make them at the Household level.

This Help topic discusses only the fields on the Clients panel, available under the Membership menu when you edit an account. For more information on editing accounts, including how to navigate to this panel, visit Maintaining Accounts.