MY WORK & MY CLIENTS

My clients

The clients you manage or are assigned to, with health, onboarding and approvals.

Open Clients → My clients (or the My clients tab on My work).

What it shows

Each client you account-manage or are assigned to, with your Relationship (Account manager, Assigned, or both), Health, Onboarding progress, Approvals and items In review.

If it's empty

  • Owners and admins: "No clients are assigned to you". Set yourself as account manager on clients you look after. See Assign an account manager.
  • Other roles: "You are not assigned to any client yet". Ask an agency owner or admin to give you access.

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