Manage ClientLink/TeamLink Permissions

OBJECTIVE

To manage the features available to your ClientLink or TeamLink contacts

STEPS TO MANAGE CLIENTLINK/TEAMLINK SETTINGS

A. From the Company Dropdown Menu:
  1. Navigate to the Company Dropdown Menu at the top right corner of the page
  2. Select ClientLink/TeamLink Settings
    1. This will open the Client & TeamLink Features window
  3. Make your desired changes
  4. Click Save
B. From the Contacts page:
  1. Navigate to Contacts via the Left Sidebar 
  2. Right-click on the ClientLink/TeamLink user
  3. Select ClientLink/TeamLink Settings
    1. This will open the Client & TeamLink Features window
  4. Make your desired changes
  5. Click Save

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.



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