Updating a Client

An existing client can be edited or deleted (if it's unassigned) using Account Settings.

You can edit a client's name or delete the client entirely.

1. Select your Profile icon in the upper-right corner of the page and then select Account Settings from the drop-down menu to open the Account Settings page.
   
2. Select Clients from the side menu.
   

Next, you can edit or delete a client.

1. To edit a client, select inside a Client Name field and enter any updates to edit an existing client.
   • See Adding a Photo to a Client for more information on uploading, changing or deleting a photo.

1. To delete a client, select the Delete button on the client's tile to delete it.
   • You can only delete an unassigned client. 

Any changes are saved automatically.

See Also:

Adding a Client

Adding a Role

Updating a Project