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Configuring your first Client (Service Provider template only)
The Client menu allows you to create and manage external clients. The fields shown are based on the template selected by the Corporate Administrator.
Active Client menu
When a user selects a building, the drawer expands to display the building details. The following example is from the property management template.
The top section is to configure the building details, include a logo.
The bottom section outlines the roles and names of board members.
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