Access a Client's Profile

How do I access a client’s profile?

1. Click on the client’s name to enter their profile.

You will always be brought directly to the "People" tab, the first section on the navigation bar on the right side of the screen. To access other parts of their profile (assets, scenarios etc.), click a different tab on the left side of the screen. If hidden, click the three bars in the top left corner of the screen to reveal the tabs.