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Client Dashboard Side Menu: Managed Clients

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Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

Viewing Client Side Menu: Managed Clients

  1. At the top of any Pike13 page, click on Clients.

  2. Search for and select the client you wish to view.

  3. Go to the right hand menu.

  4. Under Managed clients, staff my view:

    1. A list of all currently managed clients/dependents. These profiles may be clicked to see further details about them.

    2. Sign Up New Client to Manage to create a new client account for the current client to manage

    3. Manage Current Client to link a preexisting client profile to the current client to manage

  5. Main menu items

  6. History

  7. Advanced Actions