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Once you have created client relationship types, you can perform several actions on them.


Editing Client Relationship Types

  1. Access the Client Relationship Types page.
  2. In the row of the client relationship type, click edit.

    The Edit User-Client Relationship Type page appears.
  3. Make any necessary changes.
  4. Click Save.

Deactivating Client Relationship Types

  1. Access the Client Relationship Types page.
  2. In the View option, select Active to display all active relationship types.
  3. In the row of the client relationship type, click deactivate. A confirmation message appears.
  4. Click Yes.

Activating Client Relationship Types

  1. Access the Client Relationship Types page.
  2. In the View option, select Inactive to display all deactivated relationship types.
  3. In the row of the client relationship type, click activate. A confirmation message appears.
  4. Click Yes.
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Related Topics 
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Related Topics
Related Topics

Adding Client Relationship Types

Adding User Roles

Managing User Roles


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