Even After creating your client’s account, you can change their account information anytime.
- In your custom platform, click on the “Orgs” tab on the left.
- Find the client you want to modify the settings for. If your clients list is getting longer and longer, you can do it quickly by using the search box on the top. Another option is reordering the list by criteria that make it easy for you to find this particular client.
- Click on the "Settings" icon to the right of the user’s name, then select “Edit”.
- Change the field which you wanted to change and confirm with “Save Organization”.