Skip to main content

How do I turn on the My Clients section

This article explains how to ensure a subscriber is able to view their data, status and client connections.

R
Written by Ronnie Tallman
Updated over 2 months ago

Ensure the ‘MY CLIENTS’ section is visible on the Home dashboard:

  1. Click on ‘I want to provide data for clients’ from within the Account Status widget so the toggle shows as Yes.

  2. This will show the ‘My Clients’ section on the Home page.

  3. 'Clients' widget contains the clients/subscribers you connect with. It will show the connection date, approval status with that client (if applicable) and any approval notes.

Did this answer your question?