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

      How to set Independent Preferences Settings?

      The Independent Preferences settings are accessible at the client level only. The Apply client-level settings flag does not affect this setting.

      You can define the Compliance Rules setting in the Independent Preferences and click Save.

       

      Field Name

      Description

      Compliance Rules: Show client compliance rules in client portal.

      'Yes’ indicates that the compliance rules applicable are visible to the member.
       
       

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