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Client Administrators Panel Settings

Contents

Introduction

Client Administrators Menu

 

Introduction

The Client Administrators panel allows you designate firm users as client administrators for the client record. To learn more about clients, see Create, Edit, or Delete a Client.

Completing this information allows the designated firm users to receive alerts and updates about those clients, be included on automatic emails pertaining the client, and more.

Client Administrators Menu

The following settings are available under the Client Administrators menu.

Client Administrators Panel