Updating Client Information

Updating Client Information

Step 1:

Select “Clients” and “View Clients” from the drop down menu at the top of your dashboard.



Step 2:

Select the “Update” button beside the client you are looking to update.



Step 3:

Now you will be brought to the page to update the client’s information. Once you have updated the information select “Submit” at the bottom of the page.






    • Related Articles

    • Adding Client Users

      Only those with admin capabilities are able to add users. Step 1: Click  the “Client” drop-down on the top menu bar and select “View Clients”. Step 2: Here you will see your client list; select the “View” option beside the client to which you would ...
    • Adding Client Users - Employers

      Only those with admin capabilities are able to add users. First, you will want to select the “Dashboard” option on the top menu bar. Now you will see a section called Client Users closer to the bottom of the page. In this Client Users section, you ...
    • Hiding Employer Information on On-site Reports

      If an employer or service does not want their information on an On-Site report, you are able to select the option to “Hide employer information” when creating a new client or you are able to do this for an existing client. For existing clients: Click ...
    • Adding Clients

      Only those with admin capabilities are able to add clients. Click the “Client” drop-down menu on the top menu bar. Select “Add New Client”. On this page you will need to fill in the client information in the fields shown; name, account type, phone ...
    • Adding DER Users

      Only those with admin capabilities are able to add users. *A Designated Employer Representative (DER) is an employee authorized by the employer to take immediate action(s) to remove employees from safety-sensitive duties or cause employees to be ...