Client Access User Interface (UI)
    • 31 Oct 2023
    • 1 Minute to read
    • Contributors
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    Client Access User Interface (UI)

    • PDF

    Article summary

    User Interface Templates can be modified for Client Access


    1. Setup-User Interface-Client Access
    2. Select the desired UI for creation or editing.
    3. Go through each section systematically.
    4. To make a field visible, click on it to turn it green.
    5. To mark a field as required, click on the pill twice to turn it red.
    6. Apply







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