Client Management

This is the client management area, this area is only found on the menu of users who are Administrators.

Displayed here is a list of all of the locations setup in your Approval Pipeline™

Besides each of the Organisations there are 4 icons.

Clicking the star icon will toggle the the organisation to appear or dissapear from the Favourites menu.

This icon will show you the folders created for this location.

This icon will show you the folders created for this location which have been closed or archived.

This icon will take you to the client management dashboard.

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