How to Edit Clients [Step-by-Step Guide]

Modified on Wed, 5 Mar at 4:01 PM

You can edit clients to update their properties and manage their settings (e.g.: add billing accounts, update their order management rules, integrate them with techTRACK, etc.).


To edit clients:


1. Find the desired client by clicking on My Clients from the left menu under the Clients section. 


2. Click the Settings button.



For detailed instructions on how to modify client settings and explore specific use cases, please refer to the Clients folder in our knowledge base.

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