How to set Client Level Settings?
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      3. How to set Client Level Settings?

      How to access Client Level Settings?

      To access Configure Client Interface settings in the Staff Portal:

      • Click Profiles → Client → Search Client or click Client Quick Link and the Search Client page opens

      • Now, select the client name checkbox with Location Type as Service, or Admin and Service, and the Action slider window opens as shown in the figure below

      • Click Client Management

       

      • In the Client Management page, click Configure Client Interface

       

      :arrow_backward: Back to Client Level Settings