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How do I view details of our clients/accounts?
How do I view details of our clients/accounts?
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Written by Team Codafication
Updated over 6 months ago

Once an Account has been created, the details can be viewed at any time by users that have access to the Accounts module.

Viewing an Account

To view an account, you can either use the panel on the left-hand side of the screen to search for a specific account, or you can scroll through the account list on the right-hand side.

Once you have located the account you wish to edit, click on the Eye Icon, under 'Actions'.

This will open the specific account's details for you to view.

It's important to note that we have added a new dropdown selector labelled “Project Types”. Users can assign project types from here, instead of Pulse admin. This means the account will be available for assignment against any given project type.

Read more about how accounts are configured, here

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