Summary Tab

The Summary tab in the Client Profile contains an overview of the client's details, billing and service information, and management quick links.

Managing Users

Users can access and manage one or more client accounts. Their contact details and other information are separate from their clients'.

Profile Tab

The Profile tab in the Client Profile lists the client's contact details and account options.

Reset a User Password

Initiate a password reset for a user who has lost their Client Area password. Users can also initiate password resets on the login form.

Security Questions

Security questions add an extra level of security for users. During password resets, the system uses them to verify the user's identity.

Users Tab

The Users tab in the Client Profile lists all of the client's users and allows you to manage them.