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Entire OnHire Knowledge Base
Version X - Client Management
Version X - Client Management
Clients - Admin, Service, Delivery
How to Inactivate/Terminate a Location
Profiles Tab - Clients
How to Add/Delete a Relationship Manager
How to Move a Client/Location to Another Tree
How to Search and Edit a Location's Profile
How to Create New Locations
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Professionals
Profiles - Professional Tab
How to edit a Professional's profile
How to remove a Professional from a location
How to create a Professional
How to email Existing Professionals their Logins
Client Portal 2.0 Configurations/Set Up
Client Portal 2.0
How to access new online permissions for all clients
How to Configure Client Dashboard Settings?
How to set Bookings Calendar Categories Settings?
How to set Timesheets Settings?
How to Inactive/Terminate a Location
How to Update the Servicing Office of a Location
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9.4 and Below
How to Access the Client Online Permissions - 9.4 and Below
Professional types and Authorisation levels
