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Managing your clients

The "Clients" tab is located at the left side menu of the site, and allows you to manage your clients and their assessments.

In the Clients Tab, you can-
  • Add new clients - manually or importing through Integration/s

  • Edit current client info
  • Remove clients

  • Start Assessments/Send worksheets
  • Set defaults

The video below will walk you through the steps of completing the actions mentioned above -