Client Types

The Managing Client Types page allows you to define and customize client roles to better align with your business needs. From this page, you can add new client types to specify the industry the client is in and specify the unique permissions or services associated with each role. Additionally, you can modify existing client types to adapt to evolving requirements, ensuring flexibility and precision in client management. By categorizing clients effectively, the Managing Client Types page helps streamline operations, improve service delivery, and provide a tailored experience for every client.