View Clients
The client list lives under the dashboard (the first icon on the side navigation bar)
The first page you will see when you log into your master account is the dashboard
The dashboard contains the client list which contains all the clients under your master account and its details:
- Account name
- Account ID
- Number of employees
- Number of departments
- Number of time clocks
- Login as
- You can also search for clients using the search bar or filter your clients by status.
Edit Clients
- Click the expand icon to view more details
- To edit client information, click edit
- Edit icons will appear next to fields that are editable, simply click into the field and edit
- Once you are done making the edits you want, click save, or click on cancel to remove the changes