7 docs tagged with "client-management"

Creating a Group

Every group you create is created from a group type. Make sure to have set up any necessary group types before moving on to group creation. For more...

Creating an Individual Client

Every individual client you create is created from a client type. Make sure to have set up any necessary client types before moving on to individual...

Group Role Names

This page describes group role names. For general information on groups and how they are used, see [Clients and Groups...

Group Types

This page describes how to create, edit, and delete group types. For general information on groups and how they are used, see [Clients and Groups...

Managing Clients

This page describes how to manage individual clients. For general information on individual clients, see [Clients and Groups...

Managing Groups

This page describes how to manage groups. For general information on groups and how they are used, see [Clients and Groups...

Transfer Account Ownership

Customers are able to transfer the ownership of an account to a different owner. This can be done in the following directions: