Clients & teams
Manage client records
Search, add, edit, assign, invite, and remove clients from the Clients workspace.
Use the client list
- Search by client name or email and use the displayed connection state to identify pending invitations.
- Open a client record to review contact details, assignment, and available actions.
- Administrators see the shared roster; members see clients assigned to them.
Edit or reassign
- Correct client details from the client record and save the change before sending another invitation.
- Only an administrator can reassign a client to another active teammate.
- Reassignment is blocked when an active paid review order must be paused or resolved with the current provider.
Remove a client carefully
Confirm the correct client and follow the product warning before removal. Resolve active care services, needed records, and organizational retention obligations first.
Important
Removing a client can end access to the connected workflow. Export or retain records only through approved organizational procedures.