Managing Existing Clients and Updating User Counts
EH

Elizabeth Hanfman

Created May 21, 2024

Managing Existing Clients and Updating User Counts

On the Manage Client screen, you can manage client information, ID, and name and update user counts per client.

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Email Vault

14 Steps
1

Click on Manage Clients

Click on Manage Clients
2

Click on Search

Click on Search
3

For each client, you will see the following information, Client ID

For each client, you will see the following information, Client ID
4

Client Name

Client Name
5

Primary Contact

Primary Contact
6

Number of Users

Number of Users
7

To delete a client account, click on the trash can icon. You can export all the client's information before you delete their account. You can also do this directly in the client's account.

To delete a client account, click on the trash can icon. You can export all the client's information before you delete their account. You can also do this directly in the client's account.
8

To edit a clients ID- click on their ID number.

To edit a clients ID- click on their ID number.
9

Edit the ID

Edit the ID
10

To edit the client name, click on the client name.

To edit the client name, click on the client name.
11

Edit the name.

Edit the name.
12

You currently cannot edit the primary contact.

You currently cannot edit the primary contact.
13

To update the users, click on the user count.

To update the users, click on the user count.
14

Edit the number and press enter. "You will be billed based on the number of users on your billing date."

Edit the number and press enter. "You will be billed based on the number of users on your billing date."
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