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How do I find Client Details in Client & User Management?

The "Details" tab that appears once you've selected a client provides their vital information.

To get details for a particular client:

  1. Select a client in the Navigate by Client bar above the left navigation.
  2. Click Client & User Management in the left navigation.
  3. If not already showing, select the Details tab.
  4. Your screen should now display the client's details, as seen below:
    Screenshot 2025-02-27 at 9.35.58 AM