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Enterprise Hub: Managing Clients

Initial Setup Guides

1 author4 articles
Add your first clientThe 3-step flow for adding a client: their information, optional intake details, and assigning first assessments.
Add a client who has already taken the Values BridgeSkip re-assigning: add the client (one at a time or by CSV), request access to their existing Values Bridge result, and view it once they approve.
Organizing your client listTags, bulk selection, CSV export, and client statuses on the Clients page.
The client profileThe hub for each client: profile details, the Assessments, Intake, and Notes tabs, exporting, and archiving.