How do I create an account for my client so that they can only view information from that account?

To do this:

1. Go to ManageAdmin Users.
2. Click New User and enter their client's details. Set the user type to "Client". This way, they won't see anyone else.
3. Save the user.

 

For more information about setting up users see: 

http://support.sendible.com/entries/83116835-How-Do-I-Set-Up-A-New-User-

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