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

      How to set Client Level Settings?

       

      About Client Level Settings

      You can Configure Client Interface to apply the Client Level settings in Client Management of the Staff Portal application.

      Set the Independent Preferences setting for Compliance Rules. The Independent Preferences settings are not accessible in the global master level settings.

       

      Important: Note that when you apply client level settings and the flags set to ‘YES’ will override the settings provided in the global master level settings. The flags that are set as ‘NO’ will apply settings as defined in the global master level settings.

      NOTE: All the settings in Client Details → Online Permissions are now available in this Client Level Settings.

       

      :dart: Related Articles
       
      :speaking_head:  To configure the Client Level settings as per your requirements, read the
              instruction for each client level master settings provided in the list of Related
              Articles.

      :arrow_backward:  Back to Client Portal 2.0