/
Company Client Staff

Company Client Staff

Accessing the Corporate Client Staff Page;-

  • Click on 'Clients' on the top navigation bar.
  • It will automatically take you to the client bank.
  • Click 'View/ on your 'Corporate Client'.
  • Select 'Staff from 'Overview/ on the bottom navigation bar.


Note

Once you have created a 'Company Client' you can add 'Staff' by creating a 'New Client' with an occupation record for this employer. All employees are automatically displayed in the 'Staff' page, as shown here. 


Related content

Company Client Overview
Company Client Overview
More like this
New Company Client
New Company Client
More like this
Company Staff
Company Staff
More like this
Introducer Staff
Introducer Staff
More like this
Company Branches
Company Branches
More like this
New Personal Clients
New Personal Clients
More like this