How do I edit a Client?

Steps:

1. Navigate to the Clients section (via Access Management in bottom left menu)
2. Find the client you want to update
3. Click the "Edit" button in the Options column dropdown
4. Update client information as needed
5. Click Save (or Apply/Submit - use your actual button name)

How to Grant Agency Access to a Client:

1. Only Agency Admins can see all client level information
2. To add Agency users to the client:
   1. You will see a list of Agency users within your agency in the text box
   2. Highlight the users to add to the client, and press "enter" on the keyboard
   3. You will see those users added to access listed on the screen after saving

Troubleshooting: If you don't see a user in the list, contact Digital Mouth for assistance adding them to your agency.